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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 | $16,643 | $56,339-70.5% | $104,301-84.0% | $68,495-75.7% |
| Participation rate | 56.7% | 63.3%-6.6pp | 73.3%-16.6pp | 67.9%-11.2pp |
| Annual return | -19.34% | -9.19%-10.2pp | 24.61%-44.0pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,169 | $1,960-40.4% | $3,373-65.3% | $2,596-55.0% |
| Participant deferral / active EE | $2,106 | $3,077-31.6% | $4,626-54.5% | $4,028-47.7% |
| Admin fee / account holder | $2,805 | $4,902-42.8% | $7,340-61.8% | $5,403-48.1% |