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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 | $19,472 | $50,958-61.8% | $74,552-73.9% | $64,181-69.7% |
| Participation rate | 38.1% | 61.1%-23.0pp | 69.1%-31.0pp | 69.6%-31.5pp |
| Annual return | -28.34% | -1.86%-26.5pp | 32.53%-60.9pp | 7.63%-36.0pp |
| Employer contribution / active EE | $354 | $1,115-68.2% | $1,961-81.9% | $2,381-85.1% |
| Participant deferral / active EE | $1,900 | $2,301-17.5% | $3,108-38.9% | $3,470-45.2% |
| Admin fee / account holder | $3,338 | $4,223-21.0% | $5,060-34.0% | $4,887-31.7% |