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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 | $14,560 | $73,848-80.3% | $143,799-89.9% | $68,486-78.7% |
| Participation rate | 28.1% | 66.7%-38.5pp | 80.3%-52.2pp | 67.9%-39.8pp |
| Annual return | -23.16% | 0.91%-24.1pp | -0.04%-23.1pp | -7.85%-15.3pp |
| Employer contribution / active EE | $496 | $3,184-84.4% | $4,952-90.0% | $2,597-80.9% |
| Participant deferral / active EE | $1,260 | $3,385-62.8% | $5,638-77.7% | $4,028-68.7% |
| Admin fee / account holder | $684 | $5,755-88.1% | $14,677-95.3% | $5,404-87.3% |