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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 | $14,148 | $53,546-73.6% | $69,890-79.8% | $68,490-79.3% |
| Participation rate | 63.0% | 64.5%-1.5pp | 70.5%-7.4pp | 67.9%-4.9pp |
| Annual return | -21.97% | -13.87%-8.1pp | 190.84%-212.8pp | -7.85%-14.1pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,361 | $2,957-54.0% | $3,848-64.6% | $4,028-66.2% |
| Admin fee / account holder | $1,610 | $4,693-65.7% | $6,267-74.3% | $5,403-70.2% |