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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 | $14,696 | $47,848-69.3% | $81,473-82.0% | $70,126-79.0% |
| Participation rate | 10.0% | 58.3%-48.3pp | 68.0%-58.0pp | 69.5%-59.5pp |
| Annual return | -15.47% | 27.25%-42.7pp | 38.78%-54.3pp | 73.15%-88.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $862 | $2,453-64.9% | $3,537-75.6% | $3,332-74.1% |
| Admin fee / account holder | $3,365 | $3,145+7.0% | $4,561-26.2% | $4,645-27.6% |