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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 | $23,061 | $64,729-64.4% | $112,263-79.5% | $68,490-66.3% |
| Participation rate | 47.6% | 67.2%-19.5pp | 75.1%-27.4pp | 67.9%-20.3pp |
| Annual return | -25.96% | -11.40%-14.6pp | 27.49%-53.4pp | -7.85%-18.1pp |
| Employer contribution / active EE | $1,198 | $2,746-56.4% | $3,636-67.1% | $2,597-53.9% |
| Participant deferral / active EE | $2,229 | $3,566-37.5% | $4,729-52.9% | $4,028-44.7% |
| Admin fee / account holder | $2,224 | $5,222-57.4% | $6,410-65.3% | $5,403-58.8% |