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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 | $23,886 | $43,730-45.4% | $121,220-80.3% | $64,173-62.8% |
| Participation rate | 38.5% | 58.3%-19.9pp | 71.8%-33.3pp | 69.6%-31.1pp |
| Annual return | -14.92% | 68.94%-83.9pp | 16.94%-31.9pp | 7.63%-22.6pp |
| Employer contribution / active EE | $1,020 | $1,297-21.4% | $4,023-74.7% | $2,381-57.2% |
| Participant deferral / active EE | $1,442 | $2,281-36.8% | $3,345-56.9% | $3,470-58.4% |
| Admin fee / account holder | $2,598 | $3,502-25.8% | $5,021-48.2% | $4,887-46.8% |