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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 | $22,516 | $54,162-58.4% | $68,612-67.2% | $64,173-64.9% |
| Participation rate | 16.7% | 68.1%-51.4pp | 72.2%-55.6pp | 69.6%-52.9pp |
| Annual return | -9.70% | -1.62%-8.1pp | -4.63%-5.1pp | 7.63%-17.3pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,413 | $2,626-46.2% | $3,311-57.3% | $3,470-59.3% |
| Admin fee / account holder | $5,662 | $4,029+40.5% | $5,131+10.3% | $4,887+15.8% |