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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 | $18,973 | $42,917-55.8% | $60,899-68.8% | $68,495-72.3% |
| Participation rate | 44.4% | 66.8%-22.3pp | 73.1%-28.7pp | 67.9%-23.4pp |
| Annual return | -21.43% | -13.99%-7.4pp | 16.92%-38.4pp | -7.84%-13.6pp |
| Employer contribution / active EE | $774 | $1,979-60.9% | $2,702-71.4% | $2,596-70.2% |
| Participant deferral / active EE | $1,495 | $2,867-47.9% | $3,817-60.8% | $4,028-62.9% |
| Admin fee / account holder | $2,878 | $3,102-7.2% | $3,225-10.8% | $5,403-46.7% |