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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 | $21,109 | $43,344-51.3% | $59,899-64.8% | $64,173-67.1% |
| Participation rate | 37.0% | 69.2%-32.1pp | 74.7%-37.7pp | 69.6%-32.5pp |
| Annual return | -9.33% | -1.55%-7.8pp | 3.46%-12.8pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,002 | $2,547-21.4% | $3,402-41.2% | $3,470-42.3% |
| Admin fee / account holder | $5,973 | $3,008+98.6% | $3,592+66.3% | $4,887+22.2% |