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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 | $26,031 | $56,339-53.8% | $104,301-75.0% | $68,486-62.0% |
| Participation rate | 45.1% | 63.3%-18.2pp | 73.3%-28.2pp | 67.9%-22.8pp |
| Annual return | -19.34% | -9.19%-10.1pp | 24.61%-44.0pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,016 | $1,960-48.2% | $3,373-69.9% | $2,597-60.9% |
| Participant deferral / active EE | $3,034 | $3,077-1.4% | $4,626-34.4% | $4,028-24.7% |
| Admin fee / account holder | $1,457 | $4,902-70.3% | $7,340-80.1% | $5,404-73.0% |