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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 | $21,000 | $43,344-51.6% | $59,899-64.9% | $64,173-67.3% |
| Participation rate | 64.5% | 69.2%-4.6pp | 74.7%-10.2pp | 69.6%-5.1pp |
| Annual return | -8.00% | -1.55%-6.5pp | 3.46%-11.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $859 | $2,030-57.7% | $2,723-68.5% | $2,381-63.9% |
| Participant deferral / active EE | $2,561 | $2,547+0.5% | $3,402-24.7% | $3,470-26.2% |
| Admin fee / account holder | $9,792 | $3,008+225.5% | $3,592+172.6% | $4,887+100.4% |