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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 | $12,769 | $73,839-82.7% | $143,788-91.1% | $68,495-81.4% |
| Participation rate | 32.6% | 66.7%-34.1pp | 80.3%-47.8pp | 67.9%-35.3pp |
| Annual return | -22.16% | 1.01%-23.2pp | -0.03%-22.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $656 | $3,184-79.4% | $4,952-86.8% | $2,596-74.8% |
| Participant deferral / active EE | $2,350 | $3,384-30.6% | $5,638-58.3% | $4,028-41.6% |
| Admin fee / account holder | $429 | $5,755-92.5% | $14,675-97.1% | $5,403-92.1% |