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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 | $20,867 | $64,719-67.8% | $112,249-81.4% | $68,486-69.5% |
| Participation rate | 59.3% | 67.2%-7.9pp | 75.1%-15.8pp | 67.9%-8.6pp |
| Annual return | -22.33% | -11.40%-10.9pp | 27.48%-49.8pp | -7.85%-14.5pp |
| Employer contribution / active EE | $1,664 | $2,747-39.4% | $3,636-54.2% | $2,597-35.9% |
| Participant deferral / active EE | $3,437 | $3,565-3.6% | $4,729-27.3% | $4,028-14.7% |
| Admin fee / account holder | $956 | $5,232-81.7% | $6,412-85.1% | $5,404-82.3% |