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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 | $24,041 | $59,813-59.8% | $79,580-69.8% | $68,486-64.9% |
| Participation rate | 35.3% | 61.1%-25.8pp | 69.5%-34.2pp | 67.9%-32.6pp |
| Annual return | -20.18% | -12.30%-7.9pp | 0.15%-20.3pp | -7.85%-12.3pp |
| Employer contribution / active EE | $748 | $1,505-50.3% | $2,413-69.0% | $2,597-71.2% |
| Participant deferral / active EE | $1,575 | $3,024-47.9% | $3,985-60.5% | $4,028-60.9% |
| Admin fee / account holder | $2,823 | $4,835-41.6% | $6,835-58.7% | $5,404-47.8% |