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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 | $22,602 | $54,370-58.4% | $82,763-72.7% | $68,490-67.0% |
| Participation rate | 54.9% | 63.9%-9.0pp | 72.6%-17.7pp | 67.9%-13.0pp |
| Annual return | -20.77% | -13.67%-7.1pp | 702.45%-723.2pp | -7.85%-12.9pp |
| Employer contribution / active EE | $1,829 | $2,219-17.6% | $3,008-39.2% | $2,597-29.6% |
| Participant deferral / active EE | $2,337 | $3,247-28.0% | $4,395-46.8% | $4,028-42.0% |
| Admin fee / account holder | $6,098 | $4,398+38.7% | $5,325+14.5% | $5,403+12.9% |