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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 | $30,238 | $64,719-53.3% | $112,249-73.1% | $68,486-55.8% |
| Participation rate | 39.6% | 67.2%-27.6pp | 75.1%-35.5pp | 67.9%-28.3pp |
| Annual return | -24.00% | -11.40%-12.6pp | 27.48%-51.5pp | -7.85%-16.1pp |
| Employer contribution / active EE | $1,473 | $2,747-46.4% | $3,636-59.5% | $2,597-43.3% |
| Participant deferral / active EE | $2,439 | $3,565-31.6% | $4,729-48.4% | $4,028-39.4% |
| Admin fee / account holder | $1,057 | $5,232-79.8% | $6,412-83.5% | $5,404-80.4% |