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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 | $16,663 | $56,484-70.5% | $169,452-90.2% | $64,173-74.0% |
| Participation rate | 34.6% | 64.5%-29.9pp | 77.8%-43.2pp | 69.6%-35.0pp |
| Annual return | -10.71% | -1.55%-9.2pp | 1.83%-12.5pp | 7.63%-18.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,677 | $3,448-51.4% | $5,277-68.2% | $3,470-51.7% |
| Admin fee / account holder | $1,225 | $4,174-70.7% | $9,110-86.6% | $4,887-74.9% |