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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 | $18,376 | $37,463-50.9% | $77,096-76.2% | $66,938-72.5% |
| Participation rate | 27.1% | 52.9%-25.8pp | 67.9%-40.8pp | 69.8%-42.7pp |
| Annual return | -19.80% | -3.25%-16.6pp | 42.35%-62.1pp | 1.58%-21.4pp |
| Employer contribution / active EE | $464 | $1,535-69.8% | $2,814-83.5% | $2,545-81.8% |
| Participant deferral / active EE | $934 | $2,621-64.4% | $4,429-78.9% | $4,238-78.0% |
| Admin fee / account holder | $945 | $568+66.3% | $5,428-82.6% | $594+59.2% |