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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 | $19,984 | $73,863-72.9% | $143,797-86.1% | $68,490-70.8% |
| Participation rate | 51.4% | 66.7%-15.2pp | 80.3%-28.9pp | 67.9%-16.5pp |
| Annual return | -20.27% | 0.91%-21.2pp | -0.04%-20.2pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,460 | $3,185-54.2% | $4,952-70.5% | $2,597-43.8% |
| Participant deferral / active EE | $3,462 | $3,385+2.3% | $5,638-38.6% | $4,028-14.1% |
| Admin fee / account holder | $1,998 | $5,756-65.3% | $14,679-86.4% | $5,403-63.0% |