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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 | $25,071 | $42,917-41.6% | $60,899-58.8% | $68,495-63.4% |
| Participation rate | 63.0% | 66.8%-3.8pp | 73.1%-10.1pp | 67.9%-4.9pp |
| Annual return | -19.19% | -13.99%-5.2pp | 16.92%-36.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,622 | $1,979-18.0% | $2,702-40.0% | $2,596-37.5% |
| Participant deferral / active EE | $4,485 | $2,867+56.4% | $3,817+17.5% | $4,028+11.4% |
| Admin fee / account holder | $886 | $3,102-71.4% | $3,225-72.5% | $5,403-83.6% |