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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 | $13,882 | $25,979-46.6% | $71,755-80.7% | $68,486-79.7% |
| Participation rate | 44.7% | 54.5%-9.8pp | 62.3%-17.6pp | 67.9%-23.2pp |
| Annual return | -21.01% | -15.10%-5.9pp | 9.09%-30.1pp | -7.85%-13.2pp |
| Employer contribution / active EE | $770 | $900-14.5% | $1,704-54.8% | $2,597-70.3% |
| Participant deferral / active EE | $2,369 | $1,522+55.6% | $2,656-10.8% | $4,028-41.2% |
| Admin fee / account holder | $312 | $2,022-84.6% | $3,972-92.1% | $5,404-94.2% |