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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 | $27,833 | $61,660-54.9% | $80,022-65.2% | $64,173-56.6% |
| Participation rate | 56.8% | 71.7%-14.9pp | 75.8%-19.0pp | 69.6%-12.8pp |
| Annual return | -8.07% | -0.33%-7.7pp | 11.22%-19.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $700 | $1,810-61.4% | $2,468-71.6% | $2,381-70.6% |
| Participant deferral / active EE | $1,581 | $2,968-46.7% | $3,686-57.1% | $3,470-54.4% |
| Admin fee / account holder | $615 | $5,417-88.6% | $6,521-90.6% | $4,887-87.4% |