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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 | $19,417 | $42,917-54.8% | $60,899-68.1% | $68,495-71.7% |
| Participation rate | 50.0% | 66.8%-16.8pp | 73.1%-23.1pp | 67.9%-17.9pp |
| Annual return | -22.02% | -13.99%-8.0pp | 16.92%-38.9pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,067 | $1,979-46.1% | $2,702-60.5% | $2,596-58.9% |
| Participant deferral / active EE | $2,414 | $2,867-15.8% | $3,817-36.8% | $4,028-40.1% |
| Admin fee / account holder | $1,004 | $3,102-67.6% | $3,225-68.9% | $5,403-81.4% |