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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 | $29,525 | $73,863-60.0% | $143,797-79.5% | $68,490-56.9% |
| Participation rate | 43.2% | 66.7%-23.5pp | 80.3%-37.1pp | 67.9%-24.7pp |
| Annual return | -21.08% | 0.91%-22.0pp | -0.04%-21.0pp | -7.85%-13.2pp |
| Employer contribution / active EE | $1,488 | $3,185-53.3% | $4,952-69.9% | $2,597-42.7% |
| Participant deferral / active EE | $2,688 | $3,385-20.6% | $5,638-52.3% | $4,028-33.3% |
| Admin fee / account holder | $398 | $5,756-93.1% | $14,679-97.3% | $5,403-92.6% |