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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 | $8,501 | $48,235-82.4% | $68,803-87.6% | $68,490-87.6% |
| Participation rate | 21.3% | 60.7%-39.3pp | 69.0%-47.7pp | 67.9%-46.5pp |
| Annual return | -35.41% | -12.70%-22.7pp | -6.37%-29.0pp | -7.85%-27.6pp |
| Employer contribution / active EE | $340 | $1,829-81.4% | $2,656-87.2% | $2,597-86.9% |
| Participant deferral / active EE | $2,253 | $2,867-21.4% | $3,942-42.9% | $4,028-44.1% |
| Admin fee / account holder | $1,905 | $4,361-56.3% | $4,936-61.4% | $5,403-64.7% |