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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 | $17,881 | $43,344-58.7% | $59,899-70.1% | $64,173-72.1% |
| Participation rate | 60.7% | 69.2%-8.4pp | 74.7%-14.0pp | 69.6%-8.9pp |
| Annual return | -7.67% | -1.55%-6.1pp | 3.46%-11.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $836 | $2,030-58.8% | $2,723-69.3% | $2,381-64.9% |
| Participant deferral / active EE | $1,275 | $2,547-50.0% | $3,402-62.5% | $3,470-63.3% |
| Admin fee / account holder | $4,234 | $3,008+40.7% | $3,592+17.9% | $4,887-13.4% |