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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 | $16,312 | $42,910-62.0% | $60,919-73.2% | $68,490-76.2% |
| Participation rate | 44.4% | 66.8%-22.3pp | 73.1%-28.7pp | 67.9%-23.5pp |
| Annual return | -18.68% | -13.99%-4.7pp | 16.96%-35.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,487 | $2,866-13.2% | $3,814-34.8% | $4,028-38.3% |
| Admin fee / account holder | $1,185 | $3,104-61.8% | $3,228-63.3% | $5,403-78.1% |