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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 | $12,483 | $43,338-71.2% | $59,887-79.2% | $64,173-80.5% |
| Participation rate | 31.1% | 69.2%-38.1pp | 74.7%-43.6pp | 69.6%-38.5pp |
| Annual return | -7.59% | -1.55%-6.0pp | 3.46%-11.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $530 | $2,030-73.9% | $2,722-80.5% | $2,381-77.7% |
| Participant deferral / active EE | $1,177 | $2,547-53.8% | $3,402-65.4% | $3,470-66.1% |
| Admin fee / account holder | $5,513 | $3,007+83.3% | $3,591+53.5% | $4,887+12.8% |