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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 | $14,267 | $73,839-80.7% | $143,788-90.1% | $68,495-79.2% |
| Participation rate | 23.1% | 66.7%-43.6pp | 80.3%-57.2pp | 67.9%-44.8pp |
| Annual return | -26.18% | 1.01%-27.2pp | -0.03%-26.1pp | -7.84%-18.3pp |
| Employer contribution / active EE | $446 | $3,184-86.0% | $4,952-91.0% | $2,596-82.8% |
| Participant deferral / active EE | $1,687 | $3,384-50.2% | $5,638-70.1% | $4,028-58.1% |
| Admin fee / account holder | $335 | $5,755-94.2% | $14,675-97.7% | $5,403-93.8% |