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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 | $22,143 | $46,697-52.6% | $117,533-81.2% | $68,486-67.7% |
| Participation rate | 41.7% | 56.8%-15.1pp | 70.6%-28.9pp | 67.9%-26.2pp |
| Annual return | -20.59% | -14.52%-6.1pp | 29.77%-50.4pp | -7.85%-12.7pp |
| Employer contribution / active EE | $768 | $1,506-49.0% | $4,179-81.6% | $2,597-70.4% |
| Participant deferral / active EE | $2,929 | $2,637+11.1% | $4,072-28.1% | $4,028-27.3% |
| Admin fee / account holder | $1,370 | $4,023-65.9% | $5,647-75.7% | $5,404-74.7% |