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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 | $25,829 | $65,092-60.3% | $143,799-82.0% | $66,938-61.4% |
| Participation rate | 53.8% | 65.2%-11.4pp | 80.3%-26.5pp | 69.8%-16.0pp |
| Annual return | -18.85% | -11.14%-7.7pp | -0.04%-18.8pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,517 | $2,362-35.8% | $4,952-69.4% | $2,545-40.4% |
| Participant deferral / active EE | $3,656 | $2,920+25.2% | $5,638-35.2% | $4,238-13.7% |
| Admin fee / account holder | $862 | $502+71.6% | $14,677-94.1% | $594+45.2% |