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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 | $27,594 | $42,909-35.7% | $60,906-54.7% | $68,486-59.7% |
| Participation rate | 38.5% | 66.8%-28.3pp | 73.1%-34.6pp | 67.9%-29.4pp |
| Annual return | -19.15% | -13.99%-5.2pp | 16.94%-36.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $895 | $2,866-68.8% | $3,814-76.5% | $4,028-77.8% |
| Admin fee / account holder | $373 | $3,104-88.0% | $3,227-88.5% | $5,404-93.1% |