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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 | $57,489 | $73,839-22.1% | $143,788-60.0% | $68,495-16.1% |
| Participation rate | 22.4% | 66.7%-44.2pp | 80.3%-57.9pp | 67.9%-45.5pp |
| Annual return | -23.14% | 1.01%-24.2pp | -0.03%-23.1pp | -7.84%-15.3pp |
| Employer contribution / active EE | $446 | $3,184-86.0% | $4,952-91.0% | $2,596-82.8% |
| Participant deferral / active EE | $2,196 | $3,384-35.1% | $5,638-61.0% | $4,028-45.5% |
| Admin fee / account holder | $2,212 | $5,755-61.6% | $14,675-84.9% | $5,403-59.1% |