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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 | $26,944 | $54,162-50.3% | $68,612-60.7% | $64,173-58.0% |
| Participation rate | 53.6% | 68.1%-14.5pp | 72.2%-18.7pp | 69.6%-16.0pp |
| Annual return | -24.78% | -1.62%-23.2pp | -4.63%-20.1pp | 7.63%-32.4pp |
| Employer contribution / active EE | $2,860 | $1,846+54.9% | $2,625+8.9% | $2,381+20.1% |
| Participant deferral / active EE | $1,647 | $2,626-37.3% | $3,311-50.3% | $3,470-52.5% |
| Admin fee / account holder | $2,114 | $4,029-47.5% | $5,131-58.8% | $4,887-56.7% |