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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 | $19,997 | $56,287-64.5% | $80,977-75.3% | $62,881-68.2% |
| Participation rate | 58.0% | 68.9%-11.0pp | 75.8%-17.9pp | 69.3%-11.4pp |
| Annual return | -31.13% | 22.13%-53.3pp | 17.11%-48.2pp | 20.14%-51.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,363 | $4,196+27.8% | $5,696-5.8% | $3,203+67.5% |
| Admin fee / account holder | $1,256 | $3,742-66.4% | $5,517-77.2% | $4,296-70.8% |