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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 | $15,417 | $73,848-79.1% | $143,799-89.3% | $68,486-77.5% |
| Participation rate | 28.6% | 66.7%-38.1pp | 80.3%-51.7pp | 67.9%-39.3pp |
| Annual return | -20.52% | 0.91%-21.4pp | -0.04%-20.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $929 | $3,184-70.8% | $4,952-81.2% | $2,597-64.2% |
| Participant deferral / active EE | $1,226 | $3,385-63.8% | $5,638-78.3% | $4,028-69.6% |
| Admin fee / account holder | $1,030 | $5,755-82.1% | $14,677-93.0% | $5,404-80.9% |