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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,754 | $73,848-67.8% | $143,799-83.5% | $68,486-65.3% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -21.02% | 0.91%-21.9pp | -0.04%-21.0pp | -7.85%-13.2pp |
| Employer contribution / active EE | $1,332 | $3,184-58.2% | $4,952-73.1% | $2,597-48.7% |
| Participant deferral / active EE | $2,862 | $3,385-15.4% | $5,638-49.2% | $4,028-28.9% |
| Admin fee / account holder | $1,480 | $5,755-74.3% | $14,677-89.9% | $5,404-72.6% |