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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 | $19,436 | $158,852-87.8% | $121,220-84.0% | $135,379-85.6% |
| Participation rate | 38.9% | 79.3%-40.4pp | 71.8%-32.9pp | 82.6%-43.8pp |
| Annual return | -10.00% | -0.64%-9.4pp | 16.94%-26.9pp | 519.79%-529.8pp |
| Employer contribution / active EE | $1,564 | $5,666-72.4% | $4,023-61.1% | $4,779-67.3% |
| Participant deferral / active EE | $2,889 | $4,006-27.9% | $3,345-13.6% | $5,609-48.5% |
| Admin fee / account holder | $823 | $6,515-87.4% | $5,021-83.6% | $10,828-92.4% |