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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 | $15,263 | $42,917-64.4% | $60,899-74.9% | $68,495-77.7% |
| Participation rate | 61.5% | 66.8%-5.2pp | 73.1%-11.6pp | 67.9%-6.4pp |
| Annual return | -23.65% | -13.99%-9.7pp | 16.92%-40.6pp | -7.84%-15.8pp |
| Employer contribution / active EE | $1,630 | $1,979-17.6% | $2,702-39.7% | $2,596-37.2% |
| Participant deferral / active EE | $2,228 | $2,867-22.3% | $3,817-41.6% | $4,028-44.7% |
| Admin fee / account holder | $731 | $3,102-76.4% | $3,225-77.3% | $5,403-86.5% |