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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 | $19,322 | $65,092-70.3% | $143,799-86.6% | $66,938-71.1% |
| Participation rate | 37.6% | 65.2%-27.6pp | 80.3%-42.7pp | 69.8%-32.2pp |
| Annual return | -18.00% | -11.14%-6.9pp | -0.04%-18.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $964 | $2,362-59.2% | $4,952-80.5% | $2,545-62.1% |
| Participant deferral / active EE | $2,369 | $2,920-18.9% | $5,638-58.0% | $4,238-44.1% |
| Admin fee / account holder | $1,302 | $502+159.1% | $14,677-91.1% | $594+119.4% |