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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 | $28,292 | $81,870-65.4% | $119,608-76.3% | $68,495-58.7% |
| Participation rate | 53.1% | 71.9%-18.8pp | 79.3%-26.1pp | 67.9%-14.8pp |
| Annual return | -19.27% | -23.82%+4.5pp | -14.98%-4.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $832 | $2,692-69.1% | $4,232-80.3% | $2,596-67.9% |
| Participant deferral / active EE | $2,221 | $4,148-46.5% | $5,601-60.4% | $4,028-44.9% |
| Admin fee / account holder | $2,182 | $6,583-66.9% | $10,326-78.9% | $5,403-59.6% |