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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 | $29,957 | $81,870-63.4% | $119,634-75.0% | $68,490-56.3% |
| Participation rate | 56.3% | 71.9%-15.6pp | 79.3%-23.0pp | 67.9%-11.6pp |
| Annual return | -22.29% | -23.82%+1.5pp | -14.98%-7.3pp | -7.85%-14.4pp |
| Employer contribution / active EE | $1,469 | $2,692-45.4% | $4,232-65.3% | $2,597-43.4% |
| Participant deferral / active EE | $2,224 | $4,148-46.4% | $5,601-60.3% | $4,028-44.8% |
| Admin fee / account holder | $1,304 | $6,583-80.2% | $10,329-87.4% | $5,403-75.9% |