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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 | $20,254 | $73,978-72.6% | $96,515-79.0% | $75,173-73.1% |
| Participation rate | 34.4% | 66.4%-32.1pp | 74.3%-40.0pp | 67.2%-32.8pp |
| Annual return | -17.13% | 26.72%-43.9pp | 35.73%-52.9pp | 160.72%-177.9pp |
| Employer contribution / active EE | $3,569 | $2,931+21.8% | $3,740-4.6% | $2,671+33.6% |
| Participant deferral / active EE | $1,700 | $3,660-53.6% | $4,880-65.2% | $4,126-58.8% |
| Admin fee / account holder | $773 | $5,219-85.2% | $6,735-88.5% | $5,651-86.3% |