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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 | $8,240 | $25,979-68.3% | $71,702-88.5% | $68,495-88.0% |
| Participation rate | 23.4% | 54.5%-31.1pp | 62.3%-38.9pp | 67.9%-44.5pp |
| Annual return | -21.86% | -15.10%-6.8pp | 9.14%-31.0pp | -7.84%-14.0pp |
| Employer contribution / active EE | $592 | $900-34.3% | $1,704-65.3% | $2,596-77.2% |
| Participant deferral / active EE | $1,100 | $1,522-27.7% | $2,658-58.6% | $4,028-72.7% |
| Admin fee / account holder | $962 | $2,022-52.4% | $3,974-75.8% | $5,403-82.2% |