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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 | $26,117 | $37,440-30.2% | $77,081-66.1% | $66,930-61.0% |
| Participation rate | 34.8% | 52.9%-18.1pp | 67.9%-33.1pp | 69.8%-35.0pp |
| Annual return | -21.37% | -3.26%-18.1pp | 42.33%-63.7pp | 1.57%-22.9pp |
| Employer contribution / active EE | $1,353 | $1,534-11.8% | $2,813-51.9% | $2,545-46.8% |
| Participant deferral / active EE | $2,643 | $2,620+0.9% | $4,428-40.3% | $4,238-37.6% |
| Admin fee / account holder | $1,389 | $568+144.7% | $5,427-74.4% | $593+134.1% |