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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 | $18,098 | $54,162-66.6% | $68,612-73.6% | $64,173-71.8% |
| Participation rate | 42.3% | 68.1%-25.7pp | 72.2%-29.9pp | 69.6%-27.3pp |
| Annual return | -9.99% | -1.62%-8.4pp | -4.63%-5.4pp | 7.63%-17.6pp |
| Employer contribution / active EE | $703 | $1,846-61.9% | $2,625-73.2% | $2,381-70.5% |
| Participant deferral / active EE | $1,648 | $2,626-37.2% | $3,311-50.2% | $3,470-52.5% |
| Admin fee / account holder | $1,155 | $4,029-71.3% | $5,131-77.5% | $4,887-76.4% |