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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 | $16,270 | $73,848-78.0% | $143,799-88.7% | $68,486-76.2% |
| Participation rate | 35.6% | 66.7%-31.1pp | 80.3%-44.7pp | 67.9%-32.3pp |
| Annual return | -24.13% | 0.91%-25.0pp | -0.04%-24.1pp | -7.85%-16.3pp |
| Employer contribution / active EE | $442 | $3,184-86.1% | $4,952-91.1% | $2,597-83.0% |
| Participant deferral / active EE | $1,045 | $3,385-69.1% | $5,638-81.5% | $4,028-74.1% |
| Admin fee / account holder | $1,647 | $5,755-71.4% | $14,677-88.8% | $5,404-69.5% |