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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 | $7,716 | $32,037-75.9% | $69,182-88.8% | $62,881-87.7% |
| Participation rate | 35.6% | 43.4%-7.8pp | 55.1%-19.5pp | 69.3%-33.7pp |
| Annual return | -3.96% | 15.16%-19.1pp | -21.93%+18.0pp | 20.14%-24.1pp |
| Employer contribution / active EE | $421 | $679-38.1% | $1,206-65.1% | $2,281-81.6% |
| Participant deferral / active EE | $520 | $1,185-56.1% | $1,897-72.6% | $3,203-83.8% |
| Admin fee / account holder | $3,530 | $2,608+35.3% | $2,697+30.9% | $4,296-17.8% |