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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 | $6,143 | $25,979-76.4% | $71,702-91.4% | $68,495-91.0% |
| Participation rate | 17.2% | 54.5%-37.3pp | 62.3%-45.1pp | 67.9%-50.7pp |
| Annual return | -20.58% | -15.10%-5.5pp | 9.14%-29.7pp | -7.84%-12.7pp |
| Employer contribution / active EE | $244 | $900-72.9% | $1,704-85.7% | $2,596-90.6% |
| Participant deferral / active EE | $1,062 | $1,522-30.2% | $2,658-60.1% | $4,028-73.6% |
| Admin fee / account holder | $696 | $2,022-65.6% | $3,974-82.5% | $5,403-87.1% |