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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 | $10,007 | $42,383-76.4% | $76,518-86.9% | $64,173-84.4% |
| Participation rate | 34.9% | 58.1%-23.3pp | 68.0%-33.1pp | 69.6%-34.7pp |
| Annual return | -14.24% | -16.54%+2.3pp | -0.27%-14.0pp | 7.63%-21.9pp |
| Employer contribution / active EE | $396 | $1,563-74.7% | $2,647-85.0% | $2,381-83.4% |
| Participant deferral / active EE | $1,690 | $2,566-34.2% | $3,836-55.9% | $3,470-51.3% |
| Admin fee / account holder | $946 | $3,198-70.4% | $4,849-80.5% | $4,887-80.6% |