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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 | $23,179 | $42,909-46.0% | $60,906-61.9% | $68,486-66.2% |
| Participation rate | 50.0% | 66.8%-16.8pp | 73.1%-23.1pp | 67.9%-17.9pp |
| Annual return | -20.96% | -13.99%-7.0pp | 16.94%-37.9pp | -7.85%-13.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,527 | $2,866+92.8% | $3,814+44.9% | $4,028+37.2% |
| Admin fee / account holder | $3,677 | $3,104+18.5% | $3,227+14.0% | $5,404-32.0% |