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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 | $18,074 | $53,162-66.0% | $91,227-80.2% | $68,490-73.6% |
| Participation rate | 45.5% | 63.2%-17.8pp | 73.2%-27.7pp | 67.9%-22.4pp |
| Annual return | -20.06% | -3.14%-16.9pp | 114.14%-134.2pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,034 | $1,709-39.5% | $2,851-63.7% | $2,597-60.2% |
| Participant deferral / active EE | $1,807 | $2,974-39.2% | $4,234-57.3% | $4,028-55.1% |
| Admin fee / account holder | $760 | $4,493-83.1% | $5,423-86.0% | $5,403-85.9% |