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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 | $12,063 | $42,910-71.9% | $60,919-80.2% | $68,490-82.4% |
| Participation rate | 66.7% | 66.8%-0.1pp | 73.1%-6.4pp | 67.9%-1.2pp |
| Annual return | -21.61% | -13.99%-7.6pp | 16.96%-38.6pp | -7.85%-13.8pp |
| Employer contribution / active EE | $1,331 | $1,978-32.7% | $2,704-50.8% | $2,597-48.7% |
| Participant deferral / active EE | $1,079 | $2,866-62.4% | $3,814-71.7% | $4,028-73.2% |
| Admin fee / account holder | $14,573 | $3,104+369.4% | $3,228+351.5% | $5,403+169.7% |