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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 | $11,785 | $43,483-72.9% | $54,726-78.5% | $64,173-81.6% |
| Participation rate | 27.4% | 72.2%-44.7pp | 79.1%-51.7pp | 69.6%-42.2pp |
| Annual return | -12.06% | -1.03%-11.0pp | -4.56%-7.5pp | 7.63%-19.7pp |
| Employer contribution / active EE | $638 | $2,632-75.8% | $3,449-81.5% | $2,381-73.2% |
| Participant deferral / active EE | $1,559 | $3,102-49.8% | $3,953-60.6% | $3,470-55.1% |
| Admin fee / account holder | $3,024 | $4,250-28.8% | $3,818-20.8% | $4,887-38.1% |