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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 | $10,652 | $48,267-77.9% | $68,794-84.5% | $68,495-84.4% |
| Participation rate | 19.2% | 60.7%-41.4pp | 69.0%-49.8pp | 67.9%-48.7pp |
| Annual return | -24.37% | -12.70%-11.7pp | -6.37%-18.0pp | -7.84%-16.5pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,001 | $2,867-65.1% | $3,941-74.6% | $4,028-75.2% |
| Admin fee / account holder | $707 | $4,362-83.8% | $4,934-85.7% | $5,403-86.9% |