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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 | $13,134 | $43,344-69.7% | $59,899-78.1% | $64,173-79.5% |
| Participation rate | 50.0% | 69.2%-19.2pp | 74.7%-24.7pp | 69.6%-19.6pp |
| Annual return | -8.10% | -1.55%-6.5pp | 3.46%-11.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $401 | $2,030-80.3% | $2,723-85.3% | $2,381-83.2% |
| Participant deferral / active EE | $799 | $2,547-68.6% | $3,402-76.5% | $3,470-77.0% |
| Admin fee / account holder | $2,166 | $3,008-28.0% | $3,592-39.7% | $4,887-55.7% |