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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 | $19,661 | $64,719-69.6% | $112,249-82.5% | $68,486-71.3% |
| Participation rate | 64.4% | 67.2%-2.7pp | 75.1%-10.7pp | 67.9%-3.5pp |
| Annual return | -20.08% | -11.40%-8.7pp | 27.48%-47.6pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,407 | $2,747-48.8% | $3,636-61.3% | $2,597-45.8% |
| Participant deferral / active EE | $2,676 | $3,565-24.9% | $4,729-43.4% | $4,028-33.6% |
| Admin fee / account holder | $1,442 | $5,232-72.4% | $6,412-77.5% | $5,404-73.3% |