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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 | $33,324 | $64,719-48.5% | $112,249-70.3% | $68,486-51.3% |
| Participation rate | 25.9% | 67.2%-41.2pp | 75.1%-49.1pp | 67.9%-42.0pp |
| Annual return | -23.68% | -11.40%-12.3pp | 27.48%-51.2pp | -7.85%-15.8pp |
| Employer contribution / active EE | $1,861 | $2,747-32.2% | $3,636-48.8% | $2,597-28.3% |
| Participant deferral / active EE | $4,912 | $3,565+37.8% | $4,729+3.9% | $4,028+22.0% |
| Admin fee / account holder | $387 | $5,232-92.6% | $6,412-94.0% | $5,404-92.8% |