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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 | $18,520 | $64,719-71.4% | $112,249-83.5% | $68,486-73.0% |
| Participation rate | 25.5% | 67.2%-41.7pp | 75.1%-49.6pp | 67.9%-42.4pp |
| Annual return | -22.34% | -11.40%-10.9pp | 27.48%-49.8pp | -7.85%-14.5pp |
| Employer contribution / active EE | $1,148 | $2,747-58.2% | $3,636-68.4% | $2,597-55.8% |
| Participant deferral / active EE | $1,629 | $3,565-54.3% | $4,729-65.6% | $4,028-59.6% |
| Admin fee / account holder | $752 | $5,232-85.6% | $6,412-88.3% | $5,404-86.1% |