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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 | $27,058 | $81,870-67.0% | $119,608-77.4% | $68,495-60.5% |
| Participation rate | 57.8% | 71.9%-14.1pp | 79.3%-21.5pp | 67.9%-10.1pp |
| Annual return | -22.23% | -23.82%+1.6pp | -14.98%-7.2pp | -7.84%-14.4pp |
| Employer contribution / active EE | $785 | $2,692-70.8% | $4,232-81.5% | $2,596-69.8% |
| Participant deferral / active EE | $3,497 | $4,148-15.7% | $5,601-37.6% | $4,028-13.2% |
| Admin fee / account holder | $1,589 | $6,583-75.9% | $10,326-84.6% | $5,403-70.6% |