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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 | $15,167 | $42,396-64.2% | $67,313-77.5% | $56,287-73.1% |
| Participation rate | 38.3% | 61.0%-22.7pp | 69.1%-30.8pp | 69.9%-31.5pp |
| Annual return | -11.58% | -36.63%+25.1pp | -4.08%-7.5pp | -9.96%-1.6pp |
| Employer contribution / active EE | $983 | $1,414-30.4% | $2,566-61.7% | $2,111-53.4% |
| Participant deferral / active EE | $1,708 | $2,360-27.6% | $3,568-52.1% | $3,350-49.0% |
| Admin fee / account holder | $1,996 | $510+291.7% | $4,507-55.7% | $521+283.2% |