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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 | $24,791 | $64,719-61.7% | $112,249-77.9% | $68,486-63.8% |
| Participation rate | 62.5% | 67.2%-4.7pp | 75.1%-12.6pp | 67.9%-5.4pp |
| Annual return | -21.37% | -11.40%-10.0pp | 27.48%-48.9pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,324 | $2,747-51.8% | $3,636-63.6% | $2,597-49.0% |
| Participant deferral / active EE | $3,863 | $3,565+8.3% | $4,729-18.3% | $4,028-4.1% |
| Admin fee / account holder | $505 | $5,232-90.4% | $6,412-92.1% | $5,404-90.7% |