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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 | $19,827 | $43,504-54.4% | $68,612-71.1% | $56,289-64.8% |
| Participation rate | 38.5% | 67.8%-29.3pp | 72.2%-33.7pp | 69.9%-31.3pp |
| Annual return | -7.69% | -3.15%-4.5pp | -4.63%-3.1pp | -9.96%+2.3pp |
| Employer contribution / active EE | $503 | $1,525-67.0% | $2,625-80.8% | $2,111-76.2% |
| Participant deferral / active EE | $1,292 | $2,509-48.5% | $3,311-61.0% | $3,350-61.4% |
| Admin fee / account holder | $2,396 | $515+365.3% | $5,131-53.3% | $521+359.9% |