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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 | $10,013 | $73,848-86.4% | $143,799-93.0% | $68,486-85.4% |
| Participation rate | 34.4% | 66.7%-32.3pp | 80.3%-45.9pp | 67.9%-33.5pp |
| Annual return | -38.62% | 0.91%-39.5pp | -0.04%-38.6pp | -7.85%-30.8pp |
| Employer contribution / active EE | $1,320 | $3,184-58.5% | $4,952-73.3% | $2,597-49.1% |
| Participant deferral / active EE | $2,385 | $3,385-29.5% | $5,638-57.7% | $4,028-40.8% |
| Admin fee / account holder | $356 | $5,755-93.8% | $14,677-97.6% | $5,404-93.4% |