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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 | $22,230 | $49,280-54.9% | $67,313-67.0% | $64,173-65.4% |
| Participation rate | 48.5% | 60.8%-12.3pp | 69.1%-20.6pp | 69.6%-21.1pp |
| Annual return | -12.91% | -1.39%-11.5pp | -4.08%-8.8pp | 7.63%-20.5pp |
| Employer contribution / active EE | $1,096 | $1,668-34.3% | $2,566-57.3% | $2,381-54.0% |
| Participant deferral / active EE | $3,127 | $2,484+25.9% | $3,568-12.4% | $3,470-9.9% |
| Admin fee / account holder | $722 | $3,863-81.3% | $4,507-84.0% | $4,887-85.2% |