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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 | $14,273 | $42,909-66.7% | $60,906-76.6% | $68,486-79.2% |
| Participation rate | 61.4% | 66.8%-5.4pp | 73.1%-11.7pp | 67.9%-6.5pp |
| Annual return | -19.09% | -13.99%-5.1pp | 16.94%-36.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $820 | $1,979-58.5% | $2,703-69.6% | $2,597-68.4% |
| Participant deferral / active EE | $3,044 | $2,866+6.2% | $3,814-20.2% | $4,028-24.4% |
| Admin fee / account holder | $2,478 | $3,104-20.2% | $3,227-23.2% | $5,404-54.1% |