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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 | $24,911 | $48,267-48.4% | $68,794-63.8% | $68,495-63.6% |
| Participation rate | 31.2% | 60.7%-29.5pp | 69.0%-37.9pp | 67.9%-36.7pp |
| Annual return | -22.81% | -12.70%-10.1pp | -6.37%-16.4pp | -7.84%-15.0pp |
| Employer contribution / active EE | $440 | $1,829-76.0% | $2,656-83.4% | $2,596-83.1% |
| Participant deferral / active EE | $1,478 | $2,867-48.4% | $3,941-62.5% | $4,028-63.3% |
| Admin fee / account holder | $2,371 | $4,362-45.7% | $4,934-52.0% | $5,403-56.1% |