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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 | $30,394 | $64,719-53.0% | $112,249-72.9% | $68,486-55.6% |
| Participation rate | 42.4% | 67.2%-24.7pp | 75.1%-32.6pp | 67.9%-25.5pp |
| Annual return | -20.86% | -11.40%-9.5pp | 27.48%-48.3pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,143 | $2,747-58.4% | $3,636-68.6% | $2,597-56.0% |
| Participant deferral / active EE | $2,415 | $3,565-32.3% | $4,729-48.9% | $4,028-40.0% |
| Admin fee / account holder | $2,005 | $5,232-61.7% | $6,412-68.7% | $5,404-62.9% |