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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 | $13,627 | $49,280-72.3% | $67,313-79.8% | $64,173-78.8% |
| Participation rate | 42.9% | 60.8%-17.9pp | 69.1%-26.2pp | 69.6%-26.7pp |
| Annual return | -10.49% | -1.39%-9.1pp | -4.08%-6.4pp | 7.63%-18.1pp |
| Employer contribution / active EE | $341 | $1,668-79.5% | $2,566-86.7% | $2,381-85.7% |
| Participant deferral / active EE | $926 | $2,484-62.7% | $3,568-74.1% | $3,470-73.3% |
| Admin fee / account holder | $795 | $3,863-79.4% | $4,507-82.4% | $4,887-83.7% |