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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 | $26,928 | $71,872-62.5% | $86,691-68.9% | $68,495-60.7% |
| Participation rate | 49.2% | 72.2%-23.1pp | 76.6%-27.4pp | 67.9%-18.7pp |
| Annual return | -20.56% | 3.53%-24.1pp | 35.94%-56.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $932 | $2,173-57.1% | $2,837-67.1% | $2,596-64.1% |
| Participant deferral / active EE | $2,815 | $3,779-25.5% | $4,656-39.5% | $4,028-30.1% |
| Admin fee / account holder | $413 | $6,112-93.2% | $7,492-94.5% | $5,403-92.4% |