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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 | $23,193 | $46,697-50.3% | $117,529-80.3% | $68,490-66.1% |
| Participation rate | 41.2% | 56.8%-15.6pp | 70.6%-29.4pp | 67.9%-26.7pp |
| Annual return | -35.31% | -14.52%-20.8pp | 29.77%-65.1pp | -7.85%-27.5pp |
| Employer contribution / active EE | $975 | $1,506-35.3% | $4,179-76.7% | $2,597-62.5% |
| Participant deferral / active EE | $2,253 | $2,637-14.6% | $4,072-44.7% | $4,028-44.1% |
| Admin fee / account holder | $379 | $4,023-90.6% | $5,645-93.3% | $5,403-93.0% |