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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 | $26,885 | $73,848-63.6% | $143,799-81.3% | $68,486-60.7% |
| Participation rate | 56.1% | 66.7%-10.5pp | 80.3%-24.2pp | 67.9%-11.8pp |
| Annual return | -19.95% | 0.91%-20.9pp | -0.04%-19.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,955 | $3,184-38.6% | $4,952-60.5% | $2,597-24.7% |
| Participant deferral / active EE | $3,776 | $3,385+11.6% | $5,638-33.0% | $4,028-6.3% |
| Admin fee / account holder | $570 | $5,755-90.1% | $14,677-96.1% | $5,404-89.4% |