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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 | $20,446 | $73,955-72.4% | $96,520-78.8% | $75,181-72.8% |
| Participation rate | 63.6% | 66.4%-2.8pp | 74.3%-10.7pp | 67.2%-3.6pp |
| Annual return | -0.96% | 26.72%-27.7pp | 35.72%-36.7pp | 160.69%-161.6pp |
| Employer contribution / active EE | $1,223 | $2,930-58.3% | $3,739-67.3% | $2,671-54.2% |
| Participant deferral / active EE | $2,165 | $3,659-40.8% | $4,879-55.6% | $4,126-47.5% |
| Admin fee / account holder | $648 | $5,217-87.6% | $6,733-90.4% | $5,650-88.5% |