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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 | $16,031 | $56,339-71.5% | $104,301-84.6% | $68,486-76.6% |
| Participation rate | 43.3% | 63.3%-20.0pp | 73.3%-30.0pp | 67.9%-24.6pp |
| Annual return | -19.97% | -9.19%-10.8pp | 24.61%-44.6pp | -7.85%-12.1pp |
| Employer contribution / active EE | $898 | $1,960-54.2% | $3,373-73.4% | $2,597-65.4% |
| Participant deferral / active EE | $1,519 | $3,077-50.6% | $4,626-67.2% | $4,028-62.3% |
| Admin fee / account holder | $786 | $4,902-84.0% | $7,340-89.3% | $5,404-85.5% |