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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 | $15,111 | $42,383-64.3% | $76,518-80.3% | $64,173-76.5% |
| Participation rate | 48.4% | 58.1%-9.8pp | 68.0%-19.6pp | 69.6%-21.2pp |
| Annual return | -11.86% | -16.54%+4.7pp | -0.27%-11.6pp | 7.63%-19.5pp |
| Employer contribution / active EE | $723 | $1,563-53.8% | $2,647-72.7% | $2,381-69.6% |
| Participant deferral / active EE | $3,404 | $2,566+32.7% | $3,836-11.2% | $3,470-1.9% |
| Admin fee / account holder | $1,490 | $3,198-53.4% | $4,849-69.3% | $4,887-69.5% |