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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 | $14,799 | $33,067-55.2% | $76,518-80.7% | $56,287-73.7% |
| Participation rate | 62.5% | 55.4%+7.1pp | 68.0%-5.5pp | 69.9%-7.4pp |
| Annual return | -9.43% | 2.72%-12.1pp | -0.27%-9.2pp | -9.96%+0.5pp |
| Employer contribution / active EE | $341 | $1,200-71.6% | $2,647-87.1% | $2,111-83.9% |
| Participant deferral / active EE | $1,533 | $2,240-31.6% | $3,836-60.0% | $3,350-54.2% |
| Admin fee / account holder | $1,664 | $537+209.8% | $4,849-65.7% | $521+219.3% |