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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 | $30,472 | $73,009-58.3% | $90,760-66.4% | $68,486-55.5% |
| Participation rate | 12.8% | 70.8%-58.0pp | 75.7%-62.9pp | 67.9%-55.1pp |
| Annual return | -19.16% | -13.81%-5.3pp | -12.16%-7.0pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,620 | $3,626-55.3% | $4,565-64.5% | $4,028-59.8% |
| Admin fee / account holder | $485 | $5,896-91.8% | $8,444-94.3% | $5,404-91.0% |