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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 | $20,704 | $50,958-59.4% | $74,552-72.2% | $64,181-67.7% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.1%-15.3pp | 69.6%-15.7pp |
| Annual return | -9.34% | -1.86%-7.5pp | 32.53%-41.9pp | 7.63%-17.0pp |
| Employer contribution / active EE | $342 | $1,115-69.4% | $1,961-82.6% | $2,381-85.6% |
| Participant deferral / active EE | $1,683 | $2,301-26.9% | $3,108-45.9% | $3,470-51.5% |
| Admin fee / account holder | $2,753 | $4,223-34.8% | $5,060-45.6% | $4,887-43.7% |