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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 | $23,495 | $64,716-63.7% | $112,258-79.1% | $68,495-65.7% |
| Participation rate | 41.2% | 67.2%-26.0pp | 75.1%-33.9pp | 67.9%-26.7pp |
| Annual return | -21.45% | -11.40%-10.0pp | 27.47%-48.9pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,442 | $2,746-47.5% | $3,636-60.3% | $2,596-44.5% |
| Participant deferral / active EE | $2,412 | $3,565-32.4% | $4,728-49.0% | $4,028-40.1% |
| Admin fee / account holder | $5,089 | $5,232-2.7% | $6,411-20.6% | $5,403-5.8% |