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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 | $11,963 | $73,848-83.8% | $143,799-91.7% | $68,486-82.5% |
| Participation rate | 26.3% | 66.7%-40.4pp | 80.3%-54.1pp | 67.9%-41.6pp |
| Annual return | -21.77% | 0.91%-22.7pp | -0.04%-21.7pp | -7.85%-13.9pp |
| Employer contribution / active EE | $520 | $3,184-83.7% | $4,952-89.5% | $2,597-80.0% |
| Participant deferral / active EE | $1,105 | $3,385-67.3% | $5,638-80.4% | $4,028-72.6% |
| Admin fee / account holder | $923 | $5,755-84.0% | $14,677-93.7% | $5,404-82.9% |