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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 | $26,839 | $73,863-63.7% | $143,797-81.3% | $68,490-60.8% |
| Participation rate | 35.5% | 66.7%-31.2pp | 80.3%-44.8pp | 67.9%-32.4pp |
| Annual return | -23.53% | 0.91%-24.4pp | -0.04%-23.5pp | -7.85%-15.7pp |
| Employer contribution / active EE | $528 | $3,185-83.4% | $4,952-89.3% | $2,597-79.7% |
| Participant deferral / active EE | $1,383 | $3,385-59.1% | $5,638-75.5% | $4,028-65.7% |
| Admin fee / account holder | $4,485 | $5,756-22.1% | $14,679-69.4% | $5,403-17.0% |