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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 | $20,954 | $52,836-60.3% | $105,736-80.2% | $64,173-67.3% |
| Participation rate | 55.3% | 66.5%-11.2pp | 76.3%-21.0pp | 69.6%-14.3pp |
| Annual return | -11.81% | 14.30%-26.1pp | 6.27%-18.1pp | 7.63%-19.4pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,293 | $2,545-49.2% | $4,080-68.3% | $3,470-62.7% |
| Admin fee / account holder | $437 | $3,959-89.0% | $6,913-93.7% | $4,887-91.1% |