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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 | $17,963 | $49,249-63.5% | $70,476-74.5% | $79,852-77.5% |
| Participation rate | 51.4% | 69.2%-17.7pp | 75.1%-23.6pp | 69.6%-18.2pp |
| Annual return | -1.99% | 30.09%-32.1pp | 109.12%-111.1pp | 31.72%-33.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,014 | $2,769-63.4% | $3,710-72.7% | $3,740-72.9% |
| Admin fee / account holder | $4,745 | $2,878+64.9% | $3,847+23.4% | $5,306-10.6% |