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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 | $10,491 | $45,872-77.1% | $77,081-86.4% | $68,495-84.7% |
| Participation rate | 16.3% | 55.9%-39.6pp | 67.9%-51.6pp | 67.9%-51.6pp |
| Annual return | -21.76% | 1.73%-23.5pp | 42.33%-64.1pp | -7.84%-13.9pp |
| Employer contribution / active EE | $351 | $1,650-78.7% | $2,813-87.5% | $2,596-86.5% |
| Participant deferral / active EE | $896 | $2,963-69.8% | $4,428-79.8% | $4,028-77.8% |
| Admin fee / account holder | $1,709 | $3,041-43.8% | $5,427-68.5% | $5,403-68.4% |