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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 | $16,095 | $45,872-64.9% | $77,081-79.1% | $68,495-76.5% |
| Participation rate | 34.5% | 55.9%-21.4pp | 67.9%-33.4pp | 67.9%-33.4pp |
| Annual return | -21.72% | 1.73%-23.4pp | 42.33%-64.0pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,149 | $1,650-30.3% | $2,813-59.1% | $2,596-55.7% |
| Participant deferral / active EE | $2,529 | $2,963-14.6% | $4,428-42.9% | $4,028-37.2% |
| Admin fee / account holder | $2,211 | $3,041-27.3% | $5,427-59.3% | $5,403-59.1% |