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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 | $42,909-76.8% | $60,906-83.6% | $68,486-85.4% |
| Participation rate | 20.5% | 66.8%-46.3pp | 73.1%-52.6pp | 67.9%-47.4pp |
| Annual return | -21.12% | -13.99%-7.1pp | 16.94%-38.1pp | -7.85%-13.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $992 | $2,866-65.4% | $3,814-74.0% | $4,028-75.4% |
| Admin fee / account holder | $483 | $3,104-84.4% | $3,227-85.0% | $5,404-91.1% |