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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 | $25,418 | $81,870-69.0% | $119,634-78.8% | $68,490-62.9% |
| Participation rate | 59.0% | 71.9%-12.9pp | 79.3%-20.3pp | 67.9%-8.9pp |
| Annual return | -19.92% | -23.82%+3.9pp | -14.98%-4.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,273 | $2,692-52.7% | $4,232-69.9% | $2,597-51.0% |
| Participant deferral / active EE | $3,523 | $4,148-15.1% | $5,601-37.1% | $4,028-12.5% |
| Admin fee / account holder | $790 | $6,583-88.0% | $10,329-92.4% | $5,403-85.4% |