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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 | $9,912 | $42,383-76.6% | $76,518-87.0% | $64,173-84.6% |
| Participation rate | 49.0% | 58.1%-9.1pp | 68.0%-19.0pp | 69.6%-20.5pp |
| Annual return | -14.81% | -16.54%+1.7pp | -0.27%-14.5pp | 7.63%-22.4pp |
| Employer contribution / active EE | $1,015 | $1,563-35.1% | $2,647-61.7% | $2,381-57.4% |
| Participant deferral / active EE | $2,156 | $2,566-16.0% | $3,836-43.8% | $3,470-37.9% |
| Admin fee / account holder | $366 | $3,198-88.5% | $4,849-92.4% | $4,887-92.5% |