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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 | $18,562 | $50,947-63.6% | $74,551-75.1% | $64,173-71.1% |
| Participation rate | 44.7% | 61.1%-16.4pp | 69.1%-24.4pp | 69.6%-24.9pp |
| Annual return | -8.92% | -1.85%-7.1pp | 32.53%-41.5pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,060 | $1,115-5.0% | $1,961-45.9% | $2,381-55.5% |
| Participant deferral / active EE | $2,089 | $2,302-9.2% | $3,108-32.8% | $3,470-39.8% |
| Admin fee / account holder | $1,511 | $4,221-64.2% | $5,059-70.1% | $4,887-69.1% |