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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 | $23,127 | $73,848-68.7% | $143,799-83.9% | $68,486-66.2% |
| Participation rate | 51.6% | 66.7%-15.0pp | 80.3%-28.7pp | 67.9%-16.3pp |
| Annual return | -21.97% | 0.91%-22.9pp | -0.04%-21.9pp | -7.85%-14.1pp |
| Employer contribution / active EE | $478 | $3,184-85.0% | $4,952-90.3% | $2,597-81.6% |
| Participant deferral / active EE | $1,678 | $3,385-50.4% | $5,638-70.2% | $4,028-58.3% |
| Admin fee / account holder | $571 | $5,755-90.1% | $14,677-96.1% | $5,404-89.4% |