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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 | $23,129 | $42,910-46.1% | $60,919-62.0% | $68,490-66.2% |
| Participation rate | 31.4% | 66.8%-35.3pp | 73.1%-41.7pp | 67.9%-36.5pp |
| Annual return | -18.89% | -13.99%-4.9pp | 16.96%-35.9pp | -7.85%-11.0pp |
| Employer contribution / active EE | $679 | $1,978-65.7% | $2,704-74.9% | $2,597-73.8% |
| Participant deferral / active EE | $1,367 | $2,866-52.3% | $3,814-64.2% | $4,028-66.1% |
| Admin fee / account holder | $4,800 | $3,104+54.6% | $3,228+48.7% | $5,403-11.2% |