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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 | $27,372 | $64,719-57.7% | $112,249-75.6% | $68,486-60.0% |
| Participation rate | 48.3% | 67.2%-18.9pp | 75.1%-26.8pp | 67.9%-19.6pp |
| Annual return | -20.23% | -11.40%-8.8pp | 27.48%-47.7pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,541 | $2,747-43.9% | $3,636-57.6% | $2,597-40.7% |
| Participant deferral / active EE | $2,302 | $3,565-35.4% | $4,729-51.3% | $4,028-42.8% |
| Admin fee / account holder | $2,424 | $5,232-53.7% | $6,412-62.2% | $5,404-55.2% |