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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 | $19,538 | $42,917-54.5% | $60,899-67.9% | $68,495-71.5% |
| Participation rate | 60.5% | 66.8%-6.3pp | 73.1%-12.6pp | 67.9%-7.4pp |
| Annual return | -19.17% | -13.99%-5.2pp | 16.92%-36.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $919 | $1,979-53.5% | $2,702-66.0% | $2,596-64.6% |
| Participant deferral / active EE | $2,544 | $2,867-11.3% | $3,817-33.4% | $4,028-36.8% |
| Admin fee / account holder | $6,488 | $3,102+109.1% | $3,225+101.2% | $5,403+20.1% |