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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 | $24,977 | $59,834-58.3% | $79,576-68.6% | $68,495-63.5% |
| Participation rate | 54.5% | 61.1%-6.5pp | 69.5%-14.9pp | 67.9%-13.3pp |
| Annual return | -19.68% | -12.30%-7.4pp | 0.15%-19.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,716 | $1,505+14.0% | $2,413-28.9% | $2,596-33.9% |
| Participant deferral / active EE | $4,743 | $3,024+56.8% | $3,985+19.0% | $4,028+17.8% |
| Admin fee / account holder | $587 | $4,835-87.9% | $6,834-91.4% | $5,403-89.1% |