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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 | $12,681 | $81,276-84.4% | $155,574-91.8% | $80,925-84.3% |
| Participation rate | 14.3% | 66.2%-52.0pp | 78.2%-63.9pp | 67.7%-53.4pp |
| Annual return | -2.68% | 33.36%-36.0pp | 64.87%-67.6pp | 35.65%-38.3pp |
| Employer contribution / active EE | $436 | $3,103-86.0% | $4,676-90.7% | $2,756-84.2% |
| Participant deferral / active EE | $1,092 | $3,453-68.4% | $5,629-80.6% | $4,299-74.6% |
| Admin fee / account holder | $2,104 | $7,993-73.7% | $15,914-86.8% | $6,940-69.7% |