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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 | $14,861 | $73,848-79.9% | $143,799-89.7% | $68,486-78.3% |
| Participation rate | 51.3% | 66.7%-15.4pp | 80.3%-29.0pp | 67.9%-16.6pp |
| Annual return | -21.16% | 0.91%-22.1pp | -0.04%-21.1pp | -7.85%-13.3pp |
| Employer contribution / active EE | $885 | $3,184-72.2% | $4,952-82.1% | $2,597-65.9% |
| Participant deferral / active EE | $1,437 | $3,385-57.6% | $5,638-74.5% | $4,028-64.3% |
| Admin fee / account holder | $1,285 | $5,755-77.7% | $14,677-91.2% | $5,404-76.2% |