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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 | $25,340 | $73,839-65.7% | $143,788-82.4% | $68,495-63.0% |
| Participation rate | 38.5% | 66.7%-28.2pp | 80.3%-41.9pp | 67.9%-29.4pp |
| Annual return | -29.61% | 1.01%-30.6pp | -0.03%-29.6pp | -7.84%-21.8pp |
| Employer contribution / active EE | $588 | $3,184-81.5% | $4,952-88.1% | $2,596-77.4% |
| Participant deferral / active EE | $2,060 | $3,384-39.1% | $5,638-63.5% | $4,028-48.9% |
| Admin fee / account holder | $2,654 | $5,755-53.9% | $14,675-81.9% | $5,403-50.9% |