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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 | $16,102 | $45,872-64.9% | $77,096-79.1% | $68,486-76.5% |
| Participation rate | 14.5% | 55.9%-41.4pp | 67.9%-53.4pp | 67.9%-53.4pp |
| Annual return | -25.93% | 1.73%-27.7pp | 42.35%-68.3pp | -7.85%-18.1pp |
| Employer contribution / active EE | $280 | $1,650-83.0% | $2,814-90.0% | $2,597-89.2% |
| Participant deferral / active EE | $1,488 | $2,963-49.8% | $4,429-66.4% | $4,028-63.1% |
| Admin fee / account holder | $2,546 | $3,041-16.3% | $5,428-53.1% | $5,404-52.9% |