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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 | $18,317 | $42,917-57.3% | $60,899-69.9% | $68,495-73.3% |
| Participation rate | 38.8% | 66.8%-28.0pp | 73.1%-34.3pp | 67.9%-29.1pp |
| Annual return | -20.70% | -13.99%-6.7pp | 16.92%-37.6pp | -7.84%-12.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,672 | $2,867+28.1% | $3,817-3.8% | $4,028-8.8% |
| Admin fee / account holder | $2,629 | $3,102-15.3% | $3,225-18.5% | $5,403-51.3% |