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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 | $22,909 | $81,358-71.8% | $155,556-85.3% | $80,959-71.7% |
| Participation rate | 36.7% | 66.3%-29.5pp | 78.2%-41.5pp | 67.7%-30.9pp |
| Annual return | -6.60% | 33.39%-40.0pp | 64.84%-71.4pp | 35.67%-42.3pp |
| Employer contribution / active EE | $1,771 | $3,106-43.0% | $4,675-62.1% | $2,757-35.7% |
| Participant deferral / active EE | $2,094 | $3,455-39.4% | $5,631-62.8% | $4,300-51.3% |
| Admin fee / account holder | $357 | $7,994-95.5% | $15,885-97.8% | $6,925-94.9% |