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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 | $12,904 | $73,839-82.5% | $143,788-91.0% | $68,495-81.2% |
| Participation rate | 57.1% | 66.7%-9.5pp | 80.3%-23.2pp | 67.9%-10.7pp |
| Annual return | -21.49% | 1.01%-22.5pp | -0.03%-21.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $750 | $3,184-76.5% | $4,952-84.9% | $2,596-71.1% |
| Participant deferral / active EE | $1,142 | $3,384-66.3% | $5,638-79.7% | $4,028-71.6% |
| Admin fee / account holder | $972 | $5,755-83.1% | $14,675-93.4% | $5,403-82.0% |