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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 | $21,897 | $52,306-58.1% | $69,779-68.6% | $62,881-65.2% |
| Participation rate | 36.6% | 67.2%-30.6pp | 71.8%-35.2pp | 69.3%-32.7pp |
| Annual return | -6.45% | 13.35%-19.8pp | 12.99%-19.4pp | 20.14%-26.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $955 | $2,395-60.1% | $2,931-67.4% | $3,203-70.2% |
| Admin fee / account holder | $655 | $3,691-82.3% | $4,381-85.0% | $4,296-84.8% |