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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 | $15,480 | $54,162-71.4% | $68,612-77.4% | $64,173-75.9% |
| Participation rate | 46.2% | 68.1%-21.9pp | 72.2%-26.1pp | 69.6%-23.4pp |
| Annual return | -15.23% | -1.62%-13.6pp | -4.63%-10.6pp | 7.63%-22.9pp |
| Employer contribution / active EE | $906 | $1,846-50.9% | $2,625-65.5% | $2,381-62.0% |
| Participant deferral / active EE | $1,797 | $2,626-31.6% | $3,311-45.7% | $3,470-48.2% |
| Admin fee / account holder | $847 | $4,029-79.0% | $5,131-83.5% | $4,887-82.7% |