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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 | $21,029 | $42,909-51.0% | $60,906-65.5% | $68,486-69.3% |
| Participation rate | 62.5% | 66.8%-4.3pp | 73.1%-10.6pp | 67.9%-5.4pp |
| Annual return | -20.48% | -13.99%-6.5pp | 16.94%-37.4pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,227 | $1,979-38.0% | $2,703-54.6% | $2,597-52.8% |
| Participant deferral / active EE | $2,803 | $2,866-2.2% | $3,814-26.5% | $4,028-30.4% |
| Admin fee / account holder | $1,827 | $3,104-41.1% | $3,227-43.4% | $5,404-66.2% |