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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 | $13,880 | $37,463-63.0% | $77,100-82.0% | $66,949-79.3% |
| Participation rate | 15.0% | 52.9%-37.9pp | 67.9%-52.9pp | 69.8%-54.8pp |
| Annual return | -20.76% | -3.25%-17.5pp | 42.35%-63.1pp | 1.57%-22.3pp |
| Employer contribution / active EE | $308 | $1,535-79.9% | $2,815-89.1% | $2,545-87.9% |
| Participant deferral / active EE | $816 | $2,621-68.9% | $4,430-81.6% | $4,239-80.8% |
| Admin fee / account holder | $687 | $568+21.0% | $5,443-87.4% | $594+15.8% |