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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 | $22,184 | $42,383-47.7% | $76,518-71.0% | $64,173-65.4% |
| Participation rate | 37.8% | 58.1%-20.4pp | 68.0%-30.2pp | 69.6%-31.8pp |
| Annual return | -10.42% | -16.54%+6.1pp | -0.27%-10.2pp | 7.63%-18.1pp |
| Employer contribution / active EE | $701 | $1,563-55.2% | $2,647-73.5% | $2,381-70.6% |
| Participant deferral / active EE | $1,479 | $2,566-42.4% | $3,836-61.4% | $3,470-57.4% |
| Admin fee / account holder | $982 | $3,198-69.3% | $4,849-79.8% | $4,887-79.9% |