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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 | $20,365 | $42,909-52.5% | $60,906-66.6% | $68,486-70.3% |
| Participation rate | 47.1% | 66.8%-19.7pp | 73.1%-26.0pp | 67.9%-20.8pp |
| Annual return | -18.76% | -13.99%-4.8pp | 16.94%-35.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $441 | $1,979-77.7% | $2,703-83.7% | $2,597-83.0% |
| Participant deferral / active EE | $1,015 | $2,866-64.6% | $3,814-73.4% | $4,028-74.8% |
| Admin fee / account holder | $1,969 | $3,104-36.6% | $3,227-39.0% | $5,404-63.6% |