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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 | $23,412 | $73,848-68.3% | $143,799-83.7% | $68,486-65.8% |
| Participation rate | 48.4% | 66.7%-18.3pp | 80.3%-31.9pp | 67.9%-19.5pp |
| Annual return | -47.16% | 0.91%-48.1pp | -0.04%-47.1pp | -7.85%-39.3pp |
| Employer contribution / active EE | $1,402 | $3,184-56.0% | $4,952-71.7% | $2,597-46.0% |
| Participant deferral / active EE | $2,335 | $3,385-31.0% | $5,638-58.6% | $4,028-42.0% |
| Admin fee / account holder | $898 | $5,755-84.4% | $14,677-93.9% | $5,404-83.4% |