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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 | $13,982 | $73,863-81.1% | $143,797-90.3% | $68,490-79.6% |
| Participation rate | 22.2% | 66.7%-44.4pp | 80.3%-58.1pp | 67.9%-45.7pp |
| Annual return | -21.12% | 0.91%-22.0pp | -0.04%-21.1pp | -7.85%-13.3pp |
| Employer contribution / active EE | $498 | $3,185-84.4% | $4,952-89.9% | $2,597-80.8% |
| Participant deferral / active EE | $1,554 | $3,385-54.1% | $5,638-72.4% | $4,028-61.4% |
| Admin fee / account holder | $1,487 | $5,756-74.2% | $14,679-89.9% | $5,403-72.5% |