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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 | $19,592 | $64,716-69.7% | $112,258-82.5% | $68,495-71.4% |
| Participation rate | 40.0% | 67.2%-27.2pp | 75.1%-35.1pp | 67.9%-27.9pp |
| Annual return | -20.36% | -11.40%-9.0pp | 27.47%-47.8pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,260 | $2,746-54.1% | $3,636-65.3% | $2,596-51.5% |
| Participant deferral / active EE | $1,976 | $3,565-44.6% | $4,728-58.2% | $4,028-50.9% |
| Admin fee / account holder | $1,339 | $5,232-74.4% | $6,411-79.1% | $5,403-75.2% |