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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 | $24,967 | $70,430-64.6% | $96,572-74.1% | $85,851-70.9% |
| Participation rate | 41.2% | 61.8%-20.6pp | 69.8%-28.6pp | 69.3%-28.1pp |
| Annual return | -2.81% | 18.58%-21.4pp | 37.79%-40.6pp | 318.63%-321.4pp |
| Employer contribution / active EE | $858 | $1,413-39.3% | $2,357-63.6% | $2,565-66.5% |
| Participant deferral / active EE | $1,672 | $2,894-42.2% | $3,850-56.6% | $3,952-57.7% |
| Admin fee / account holder | $2,767 | $4,996-44.6% | $6,183-55.2% | $6,261-55.8% |