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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 | $20,289 | $56,339-64.0% | $104,301-80.5% | $68,495-70.4% |
| Participation rate | 48.9% | 63.3%-14.4pp | 73.3%-24.4pp | 67.9%-19.0pp |
| Annual return | -25.50% | -9.19%-16.3pp | 24.61%-50.1pp | -7.84%-17.7pp |
| Employer contribution / active EE | $1,469 | $1,960-25.0% | $3,373-56.4% | $2,596-43.4% |
| Participant deferral / active EE | $4,050 | $3,077+31.6% | $4,626-12.4% | $4,028+0.6% |
| Admin fee / account holder | $1,068 | $4,902-78.2% | $7,340-85.5% | $5,403-80.2% |