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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 | $21,574 | $50,958-57.7% | $74,552-71.1% | $64,181-66.4% |
| Participation rate | 47.4% | 61.1%-13.7pp | 69.1%-21.8pp | 69.6%-22.2pp |
| Annual return | -11.12% | -1.86%-9.3pp | 32.53%-43.6pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,057 | $1,115-5.2% | $1,961-46.1% | $2,381-55.6% |
| Participant deferral / active EE | $2,200 | $2,301-4.4% | $3,108-29.2% | $3,470-36.6% |
| Admin fee / account holder | $709 | $4,223-83.2% | $5,060-86.0% | $4,887-85.5% |