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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 | $21,909 | $65,712-66.7% | $57,196-61.7% | $273,972-92.0% |
| Participation rate | 55.6% | 78.3%-22.8pp | 75.3%-19.8pp | 83.0%-27.5pp |
| Annual return | -3.99% | 22.01%-26.0pp | 14.59%-18.6pp | 41.46%-45.4pp |
| Employer contribution / active EE | $2,683 | $3,280-18.2% | $2,6830% | $4,869-44.9% |
| Participant deferral / active EE | $2,699 | $3,782-28.6% | $3,096-12.8% | $5,287-49.0% |
| Admin fee / account holder | $49,564 | $4,838+924.6% | $3,141+1478.2% | $10,133+389.2% |