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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 | $20,424 | $64,716-68.4% | $112,258-81.8% | $68,495-70.2% |
| Participation rate | 44.1% | 67.2%-23.0pp | 75.1%-30.9pp | 67.9%-23.8pp |
| Annual return | -25.37% | -11.40%-14.0pp | 27.47%-52.8pp | -7.84%-17.5pp |
| Employer contribution / active EE | $2,699 | $2,746-1.7% | $3,636-25.8% | $2,596+3.9% |
| Participant deferral / active EE | $3,689 | $3,565+3.5% | $4,728-22.0% | $4,028-8.4% |
| Admin fee / account holder | $2,142 | $5,232-59.1% | $6,411-66.6% | $5,403-60.4% |