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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 | $19,513 | $56,339-65.4% | $104,301-81.3% | $68,495-71.5% |
| Participation rate | 38.5% | 63.3%-24.8pp | 73.3%-34.8pp | 67.9%-29.4pp |
| Annual return | -19.61% | -9.19%-10.4pp | 24.61%-44.2pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,066 | $1,960-45.6% | $3,373-68.4% | $2,596-58.9% |
| Participant deferral / active EE | $1,872 | $3,077-39.2% | $4,626-59.5% | $4,028-53.5% |
| Admin fee / account holder | $583 | $4,902-88.1% | $7,340-92.1% | $5,403-89.2% |