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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 | $28,594 | $43,333-34.0% | $59,883-52.3% | $64,181-55.4% |
| Participation rate | 59.1% | 69.2%-10.1pp | 74.7%-15.6pp | 69.6%-10.5pp |
| Annual return | -10.53% | -1.55%-9.0pp | 3.46%-14.0pp | 7.63%-18.2pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,661 | $2,547+200.8% | $3,402+125.2% | $3,470+120.8% |
| Admin fee / account holder | $1,882 | $3,006-37.4% | $3,591-47.6% | $4,887-61.5% |