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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 | $12,032 | $45,872-73.8% | $77,081-84.4% | $68,495-82.4% |
| Participation rate | 33.3% | 55.9%-22.6pp | 67.9%-34.6pp | 67.9%-34.6pp |
| Annual return | -21.52% | 1.73%-23.2pp | 42.33%-63.8pp | -7.84%-13.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,150 | $2,963-27.4% | $4,428-51.5% | $4,028-46.6% |
| Admin fee / account holder | $7,456 | $3,041+145.2% | $5,427+37.4% | $5,403+38.0% |