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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 | $9,973 | $42,917-76.8% | $60,899-83.6% | $68,495-85.4% |
| Participation rate | 20.5% | 66.8%-46.3pp | 73.1%-52.6pp | 67.9%-47.4pp |
| Annual return | -21.12% | -13.99%-7.1pp | 16.92%-38.0pp | -7.84%-13.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $992 | $2,867-65.4% | $3,817-74.0% | $4,028-75.4% |
| Admin fee / account holder | $483 | $3,102-84.4% | $3,225-85.0% | $5,403-91.1% |