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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 | $20,471 | $46,697-56.2% | $117,533-82.6% | $68,486-70.1% |
| Participation rate | 23.6% | 56.8%-33.2pp | 70.6%-47.0pp | 67.9%-44.3pp |
| Annual return | -20.08% | -14.52%-5.6pp | 29.77%-49.8pp | -7.85%-12.2pp |
| Employer contribution / active EE | $381 | $1,506-74.7% | $4,179-90.9% | $2,597-85.3% |
| Participant deferral / active EE | $1,445 | $2,637-45.2% | $4,072-64.5% | $4,028-64.1% |
| Admin fee / account holder | $4,624 | $4,023+14.9% | $5,647-18.1% | $5,404-14.4% |