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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 | $18,203 | $48,267-62.3% | $68,794-73.5% | $68,495-73.4% |
| Participation rate | 48.1% | 60.7%-12.6pp | 69.0%-20.9pp | 67.9%-19.8pp |
| Annual return | -19.79% | -12.70%-7.1pp | -6.37%-13.4pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,331 | $1,829-27.3% | $2,656-49.9% | $2,596-48.8% |
| Participant deferral / active EE | $2,519 | $2,867-12.1% | $3,941-36.1% | $4,028-37.5% |
| Admin fee / account holder | $3,762 | $4,362-13.8% | $4,934-23.8% | $5,403-30.4% |