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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 | $12,579 | $42,917-70.7% | $60,899-79.3% | $68,495-81.6% |
| Participation rate | 60.5% | 66.8%-6.3pp | 73.1%-12.6pp | 67.9%-7.4pp |
| Annual return | -19.60% | -13.99%-5.6pp | 16.92%-36.5pp | -7.84%-11.8pp |
| Employer contribution / active EE | $889 | $1,979-55.1% | $2,702-67.1% | $2,596-65.8% |
| Participant deferral / active EE | $2,193 | $2,867-23.5% | $3,817-42.5% | $4,028-45.5% |
| Admin fee / account holder | $545 | $3,102-82.4% | $3,225-83.1% | $5,403-89.9% |