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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 | $18,071 | $49,177-63.3% | $79,466-77.3% | $64,173-71.8% |
| Participation rate | 52.0% | 65.0%-13.0pp | 73.3%-21.3pp | 69.6%-17.6pp |
| Annual return | -9.95% | -1.16%-8.8pp | 718.28%-728.2pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,231 | $2,076-40.7% | $2,800-56.0% | $2,381-48.3% |
| Participant deferral / active EE | $2,051 | $2,821-27.3% | $3,704-44.6% | $3,470-40.9% |
| Admin fee / account holder | $928 | $3,839-75.8% | $5,104-81.8% | $4,887-81.0% |