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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 | $22,152 | $50,947-56.5% | $74,549-70.3% | $64,173-65.5% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -11.76% | -1.85%-9.9pp | 32.53%-44.3pp | 7.63%-19.4pp |
| Employer contribution / active EE | $1,273 | $1,115+14.1% | $1,961-35.1% | $2,381-46.5% |
| Participant deferral / active EE | $1,533 | $2,302-33.4% | $3,108-50.7% | $3,470-55.8% |
| Admin fee / account holder | $1,559 | $4,221-63.1% | $5,059-69.2% | $4,887-68.1% |