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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 | $7,907 | $37,156-78.7% | $83,854-90.6% | $86,983-90.9% |
| Participation rate | 19.4% | 49.1%-29.6pp | 59.1%-39.7pp | 69.5%-50.1pp |
| Annual return | -5.65% | 29.88%-35.5pp | 31.39%-37.0pp | 25.83%-31.5pp |
| Employer contribution / active EE | $215 | $661-67.5% | $1,017-78.9% | $2,584-91.7% |
| Participant deferral / active EE | $630 | $1,418-55.5% | $2,035-69.0% | $4,194-85.0% |
| Admin fee / account holder | $3,927 | $2,510+56.5% | $3,197+22.9% | $7,856-50.0% |