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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 | $29,995 | $45,872-34.6% | $77,081-61.1% | $68,495-56.2% |
| Participation rate | 16.1% | 55.9%-39.9pp | 67.9%-51.8pp | 67.9%-51.8pp |
| Annual return | -25.94% | 1.73%-27.7pp | 42.33%-68.3pp | -7.84%-18.1pp |
| Employer contribution / active EE | $364 | $1,650-77.9% | $2,813-87.1% | $2,596-86.0% |
| Participant deferral / active EE | $1,257 | $2,963-57.6% | $4,428-71.6% | $4,028-68.8% |
| Admin fee / account holder | $2,124 | $3,041-30.2% | $5,427-60.9% | $5,403-60.7% |