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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 | $19,990 | $56,484-64.6% | $169,452-88.2% | $64,173-68.8% |
| Participation rate | 40.0% | 64.5%-24.5pp | 77.8%-37.8pp | 69.6%-29.6pp |
| Annual return | -11.41% | -1.55%-9.9pp | 1.83%-13.2pp | 7.63%-19.0pp |
| Employer contribution / active EE | $636 | $1,832-65.3% | $4,157-84.7% | $2,381-73.3% |
| Participant deferral / active EE | $2,991 | $3,448-13.2% | $5,277-43.3% | $3,470-13.8% |
| Admin fee / account holder | $1,074 | $4,174-74.3% | $9,110-88.2% | $4,887-78.0% |