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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 | $26,037 | $73,863-64.8% | $143,797-81.9% | $68,490-62.0% |
| Participation rate | 34.0% | 66.7%-32.7pp | 80.3%-46.4pp | 67.9%-33.9pp |
| Annual return | -19.68% | 0.91%-20.6pp | -0.04%-19.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,275 | $3,185-60.0% | $4,952-74.3% | $2,597-50.9% |
| Participant deferral / active EE | $2,935 | $3,385-13.3% | $5,638-47.9% | $4,028-27.1% |
| Admin fee / account holder | $2,444 | $5,756-57.5% | $14,679-83.4% | $5,403-54.8% |