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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 | $11,313 | $73,848-84.7% | $143,799-92.1% | $68,486-83.5% |
| Participation rate | 57.9% | 66.7%-8.8pp | 80.3%-22.4pp | 67.9%-10.0pp |
| Annual return | -28.57% | 0.91%-29.5pp | -0.04%-28.5pp | -7.85%-20.7pp |
| Employer contribution / active EE | $740 | $3,184-76.8% | $4,952-85.1% | $2,597-71.5% |
| Participant deferral / active EE | $2,555 | $3,385-24.5% | $5,638-54.7% | $4,028-36.6% |
| Admin fee / account holder | $1,180 | $5,755-79.5% | $14,677-92.0% | $5,404-78.2% |