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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 | $28,016 | $64,719-56.7% | $112,249-75.0% | $68,486-59.1% |
| Participation rate | 59.4% | 67.2%-7.8pp | 75.1%-15.7pp | 67.9%-8.5pp |
| Annual return | -22.12% | -11.40%-10.7pp | 27.48%-49.6pp | -7.85%-14.3pp |
| Employer contribution / active EE | $1,452 | $2,747-47.1% | $3,636-60.1% | $2,597-44.1% |
| Participant deferral / active EE | $2,899 | $3,565-18.7% | $4,729-38.7% | $4,028-28.0% |
| Admin fee / account holder | $1,378 | $5,232-73.7% | $6,412-78.5% | $5,404-74.5% |