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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 | $9,975 | $73,863-86.5% | $143,797-93.1% | $68,490-85.4% |
| Participation rate | 42.9% | 66.7%-23.8pp | 80.3%-37.5pp | 67.9%-25.0pp |
| Annual return | -19.79% | 0.91%-20.7pp | -0.04%-19.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,103 | $3,185-65.4% | $4,952-77.7% | $2,597-57.5% |
| Participant deferral / active EE | $1,325 | $3,385-60.9% | $5,638-76.5% | $4,028-67.1% |
| Admin fee / account holder | $4,335 | $5,756-24.7% | $14,679-70.5% | $5,403-19.8% |