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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 | $17,939 | $54,162-66.9% | $68,612-73.9% | $64,173-72.0% |
| Participation rate | 49.0% | 68.1%-19.1pp | 72.2%-23.3pp | 69.6%-20.6pp |
| Annual return | -10.62% | -1.62%-9.0pp | -4.63%-6.0pp | 7.63%-18.3pp |
| Employer contribution / active EE | $968 | $1,846-47.6% | $2,625-63.1% | $2,381-59.3% |
| Participant deferral / active EE | $2,147 | $2,626-18.2% | $3,311-35.2% | $3,470-38.1% |
| Admin fee / account holder | $656 | $4,029-83.7% | $5,131-87.2% | $4,887-86.6% |