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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 | $10,782 | $42,383-74.6% | $76,523-85.9% | $64,181-83.2% |
| Participation rate | 44.0% | 58.1%-14.1pp | 68.0%-24.0pp | 69.6%-25.6pp |
| Annual return | -10.63% | -16.54%+5.9pp | -0.27%-10.4pp | 7.63%-18.3pp |
| Employer contribution / active EE | $860 | $1,563-45.0% | $2,647-67.5% | $2,381-63.9% |
| Participant deferral / active EE | $2,563 | $2,566-0.1% | $3,835-33.2% | $3,470-26.1% |
| Admin fee / account holder | $682 | $3,198-78.7% | $4,848-85.9% | $4,887-86.1% |