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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 | $19,072 | $158,852-88.0% | $121,220-84.3% | $135,380-85.9% |
| Participation rate | 63.2% | 79.3%-16.2pp | 71.8%-8.6pp | 82.6%-19.5pp |
| Annual return | -10.11% | -0.64%-9.5pp | 16.94%-27.0pp | 519.81%-529.9pp |
| Employer contribution / active EE | $1,262 | $5,666-77.7% | $4,023-68.6% | $4,779-73.6% |
| Participant deferral / active EE | $1,768 | $4,006-55.9% | $3,345-47.1% | $5,609-68.5% |
| Admin fee / account holder | $3,890 | $6,515-40.3% | $5,021-22.5% | $10,828-64.1% |