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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 | $25,619 | $56,339-54.5% | $104,301-75.4% | $68,486-62.6% |
| Participation rate | 47.1% | 63.3%-16.2pp | 73.3%-26.2pp | 67.9%-20.8pp |
| Annual return | -19.57% | -9.19%-10.4pp | 24.61%-44.2pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,124 | $1,960-42.6% | $3,373-66.7% | $2,597-56.7% |
| Participant deferral / active EE | $1,813 | $3,077-41.1% | $4,626-60.8% | $4,028-55.0% |
| Admin fee / account holder | $3,216 | $4,902-34.4% | $7,340-56.2% | $5,404-40.5% |