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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 | $23,187 | $64,176-63.9% | $112,263-79.3% | $66,949-65.4% |
| Participation rate | 36.6% | 68.4%-31.9pp | 75.1%-38.5pp | 69.8%-33.3pp |
| Annual return | -19.95% | -13.80%-6.2pp | 27.49%-47.4pp | 1.57%-21.5pp |
| Employer contribution / active EE | $1,041 | $3,007-65.4% | $3,636-71.4% | $2,545-59.1% |
| Participant deferral / active EE | $1,780 | $3,694-51.8% | $4,729-62.4% | $4,239-58.0% |
| Admin fee / account holder | $1,187 | $626+89.7% | $6,410-81.5% | $594+99.9% |