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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 | $14,819 | $73,839-79.9% | $143,788-89.7% | $68,495-78.4% |
| Participation rate | 42.6% | 66.7%-24.1pp | 80.3%-37.8pp | 67.9%-25.3pp |
| Annual return | -20.19% | 1.01%-21.2pp | -0.03%-20.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $818 | $3,184-74.3% | $4,952-83.5% | $2,596-68.5% |
| Participant deferral / active EE | $1,796 | $3,384-46.9% | $5,638-68.1% | $4,028-55.4% |
| Admin fee / account holder | $774 | $5,755-86.5% | $14,675-94.7% | $5,403-85.7% |