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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 | $25,272 | $73,848-65.8% | $143,799-82.4% | $68,486-63.1% |
| Participation rate | 32.4% | 66.7%-34.3pp | 80.3%-48.0pp | 67.9%-35.5pp |
| Annual return | -24.17% | 0.91%-25.1pp | -0.04%-24.1pp | -7.85%-16.3pp |
| Employer contribution / active EE | $440 | $3,184-86.2% | $4,952-91.1% | $2,597-83.1% |
| Participant deferral / active EE | $2,388 | $3,385-29.4% | $5,638-57.6% | $4,028-40.7% |
| Admin fee / account holder | $1,230 | $5,755-78.6% | $14,677-91.6% | $5,404-77.2% |