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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 | $12,805 | $43,338-70.5% | $59,887-78.6% | $64,173-80.0% |
| Participation rate | 54.8% | 69.2%-14.4pp | 74.7%-19.9pp | 69.6%-14.8pp |
| Annual return | -9.25% | -1.55%-7.7pp | 3.46%-12.7pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,300 | $2,030-35.9% | $2,722-52.2% | $2,381-45.4% |
| Participant deferral / active EE | $2,306 | $2,547-9.5% | $3,402-32.2% | $3,470-33.5% |
| Admin fee / account holder | $780 | $3,007-74.1% | $3,591-78.3% | $4,887-84.0% |