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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 | $12,756 | $42,383-69.9% | $76,518-83.3% | $64,173-80.1% |
| Participation rate | 27.7% | 58.1%-30.5pp | 68.0%-40.3pp | 69.6%-41.9pp |
| Annual return | -11.01% | -16.54%+5.5pp | -0.27%-10.7pp | 7.63%-18.6pp |
| Employer contribution / active EE | $725 | $1,563-53.6% | $2,647-72.6% | $2,381-69.5% |
| Participant deferral / active EE | $1,573 | $2,566-38.7% | $3,836-59.0% | $3,470-54.7% |
| Admin fee / account holder | $983 | $3,198-69.3% | $4,849-79.7% | $4,887-79.9% |