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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 | $22,783 | $46,689-51.2% | $117,498-80.6% | $68,495-66.7% |
| Participation rate | 51.9% | 56.8%-4.9pp | 70.6%-18.8pp | 67.9%-16.0pp |
| Annual return | -19.42% | -14.52%-4.9pp | 29.75%-49.2pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,082 | $1,505-28.1% | $4,178-74.1% | $2,596-58.3% |
| Participant deferral / active EE | $1,878 | $2,637-28.8% | $4,071-53.9% | $4,028-53.4% |
| Admin fee / account holder | $13,997 | $4,021+248.1% | $5,646+147.9% | $5,403+159.0% |