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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 | $11,411 | $42,917-73.4% | $60,899-81.3% | $68,495-83.3% |
| Participation rate | 57.5% | 66.8%-9.3pp | 73.1%-15.6pp | 67.9%-10.4pp |
| Annual return | -20.16% | -13.99%-6.2pp | 16.92%-37.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,321 | $1,979-33.2% | $2,702-51.1% | $2,596-49.1% |
| Participant deferral / active EE | $2,609 | $2,867-9.0% | $3,817-31.7% | $4,028-35.2% |
| Admin fee / account holder | $643 | $3,102-79.3% | $3,225-80.1% | $5,403-88.1% |