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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 | $23,498 | $48,267-51.3% | $68,794-65.8% | $68,495-65.7% |
| Participation rate | 17.2% | 60.7%-43.4pp | 69.0%-51.8pp | 67.9%-50.7pp |
| Annual return | -21.20% | -12.70%-8.5pp | -6.37%-14.8pp | -7.84%-13.4pp |
| Employer contribution / active EE | $498 | $1,829-72.8% | $2,656-81.2% | $2,596-80.8% |
| Participant deferral / active EE | $2,623 | $2,867-8.5% | $3,941-33.4% | $4,028-34.9% |
| Admin fee / account holder | $1,224 | $4,362-71.9% | $4,934-75.2% | $5,403-77.3% |