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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 | $13,484 | $45,872-70.6% | $77,096-82.5% | $68,486-80.3% |
| Participation rate | 16.0% | 55.9%-39.9pp | 67.9%-51.9pp | 67.9%-51.9pp |
| Annual return | -21.23% | 1.73%-23.0pp | 42.35%-63.6pp | -7.85%-13.4pp |
| Employer contribution / active EE | $498 | $1,650-69.8% | $2,814-82.3% | $2,597-80.8% |
| Participant deferral / active EE | $1,053 | $2,963-64.5% | $4,429-76.2% | $4,028-73.9% |
| Admin fee / account holder | $2,561 | $3,041-15.8% | $5,428-52.8% | $5,404-52.6% |