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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 | $15,148 | $42,909-64.7% | $60,906-75.1% | $68,486-77.9% |
| Participation rate | 33.3% | 66.8%-33.4pp | 73.1%-39.8pp | 67.9%-34.6pp |
| 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 | $3,546 | $2,866+23.7% | $3,814-7.0% | $4,028-12.0% |
| Admin fee / account holder | $3,617 | $3,104+16.5% | $3,227+12.1% | $5,404-33.1% |