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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 | $21,422 | $46,697-54.1% | $117,533-81.8% | $68,486-68.7% |
| Participation rate | 14.3% | 56.8%-42.5pp | 70.6%-56.3pp | 67.9%-53.6pp |
| Annual return | -21.86% | -14.52%-7.3pp | 29.77%-51.6pp | -7.85%-14.0pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $980 | $2,637-62.8% | $4,072-75.9% | $4,028-75.7% |
| Admin fee / account holder | $1,661 | $4,023-58.7% | $5,647-70.6% | $5,404-69.3% |