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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 | $9,499 | $48,235-80.3% | $68,803-86.2% | $68,490-86.1% |
| Participation rate | 52.4% | 60.7%-8.3pp | 69.0%-16.6pp | 67.9%-15.5pp |
| Annual return | -19.79% | -12.70%-7.1pp | -6.37%-13.4pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,238 | $2,867-56.8% | $3,942-68.6% | $4,028-69.3% |
| Admin fee / account holder | $1,313 | $4,361-69.9% | $4,936-73.4% | $5,403-75.7% |