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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 | $10,677 | $73,848-85.5% | $143,799-92.6% | $68,486-84.4% |
| Participation rate | 41.6% | 66.7%-25.1pp | 80.3%-38.8pp | 67.9%-26.3pp |
| Annual return | -22.71% | 0.91%-23.6pp | -0.04%-22.7pp | -7.85%-14.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,948 | $3,385-42.4% | $5,638-65.4% | $4,028-51.6% |
| Admin fee / account holder | $1,677 | $5,755-70.9% | $14,677-88.6% | $5,404-69.0% |