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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 | $27,083 | $73,863-63.3% | $143,797-81.2% | $68,490-60.5% |
| Participation rate | 34.9% | 66.7%-31.7pp | 80.3%-45.4pp | 67.9%-33.0pp |
| Annual return | -23.94% | 0.91%-24.9pp | -0.04%-23.9pp | -7.85%-16.1pp |
| Employer contribution / active EE | $1,346 | $3,185-57.7% | $4,952-72.8% | $2,597-48.1% |
| Participant deferral / active EE | $2,088 | $3,385-38.3% | $5,638-63.0% | $4,028-48.1% |
| Admin fee / account holder | $1,714 | $5,756-70.2% | $14,679-88.3% | $5,403-68.3% |