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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 | $20,015 | $42,910-53.4% | $60,919-67.1% | $68,490-70.8% |
| Participation rate | 16.4% | 66.8%-50.3pp | 73.1%-56.7pp | 67.9%-51.5pp |
| Annual return | -19.92% | -13.99%-5.9pp | 16.96%-36.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,038 | $2,866-63.8% | $3,814-72.8% | $4,028-74.2% |
| Admin fee / account holder | $1,183 | $3,104-61.9% | $3,228-63.3% | $5,403-78.1% |