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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 | $42,868 | $56,484-24.1% | $169,452-74.7% | $64,173-33.2% |
| Participation rate | 18.3% | 64.5%-46.3pp | 77.8%-59.5pp | 69.6%-51.3pp |
| Annual return | -9.18% | -1.55%-7.6pp | 1.83%-11.0pp | 7.63%-16.8pp |
| Employer contribution / active EE | $529 | $1,832-71.1% | $4,157-87.3% | $2,381-77.8% |
| Participant deferral / active EE | $1,339 | $3,448-61.2% | $5,277-74.6% | $3,470-61.4% |
| Admin fee / account holder | $882 | $4,174-78.9% | $9,110-90.3% | $4,887-82.0% |