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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 | $25,155 | $73,863-65.9% | $143,797-82.5% | $68,490-63.3% |
| Participation rate | 55.4% | 66.7%-11.3pp | 80.3%-24.9pp | 67.9%-12.5pp |
| Annual return | -20.71% | 0.91%-21.6pp | -0.04%-20.7pp | -7.85%-12.9pp |
| Employer contribution / active EE | $679 | $3,185-78.7% | $4,952-86.3% | $2,597-73.8% |
| Participant deferral / active EE | $1,943 | $3,385-42.6% | $5,638-65.5% | $4,028-51.8% |
| Admin fee / account holder | $914 | $5,756-84.1% | $14,679-93.8% | $5,403-83.1% |