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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 | $24,092 | $73,848-67.4% | $143,799-83.2% | $68,486-64.8% |
| Participation rate | 32.3% | 66.7%-34.4pp | 80.3%-48.1pp | 67.9%-35.6pp |
| Annual return | -19.82% | 0.91%-20.7pp | -0.04%-19.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $458 | $3,184-85.6% | $4,952-90.8% | $2,597-82.4% |
| Participant deferral / active EE | $1,501 | $3,385-55.7% | $5,638-73.4% | $4,028-62.7% |
| Admin fee / account holder | $654 | $5,755-88.6% | $14,677-95.5% | $5,404-87.9% |