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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 | $16,254 | $42,917-62.1% | $60,899-73.3% | $68,495-76.3% |
| Participation rate | 49.1% | 66.8%-17.7pp | 73.1%-24.0pp | 67.9%-18.8pp |
| Annual return | -20.17% | -13.99%-6.2pp | 16.92%-37.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,378 | $2,867+17.8% | $3,817-11.5% | $4,028-16.1% |
| Admin fee / account holder | $1,186 | $3,102-61.8% | $3,225-63.2% | $5,403-78.1% |