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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 | $28,696 | $64,729-55.7% | $112,263-74.4% | $68,490-58.1% |
| Participation rate | 44.7% | 67.2%-22.4pp | 75.1%-30.3pp | 67.9%-23.2pp |
| Annual return | -23.11% | -11.40%-11.7pp | 27.49%-50.6pp | -7.85%-15.3pp |
| Employer contribution / active EE | $1,489 | $2,746-45.8% | $3,636-59.0% | $2,597-42.7% |
| Participant deferral / active EE | $3,027 | $3,566-15.1% | $4,729-36.0% | $4,028-24.9% |
| Admin fee / account holder | $2,826 | $5,222-45.9% | $6,410-55.9% | $5,403-47.7% |