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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 | $14,020 | $43,338-67.6% | $59,887-76.6% | $64,173-78.2% |
| Participation rate | 40.8% | 69.2%-28.3pp | 74.7%-33.9pp | 69.6%-28.8pp |
| Annual return | -15.87% | -1.55%-14.3pp | 3.46%-19.3pp | 7.63%-23.5pp |
| Employer contribution / active EE | $975 | $2,030-52.0% | $2,722-64.2% | $2,381-59.1% |
| Participant deferral / active EE | $3,461 | $2,547+35.8% | $3,402+1.7% | $3,470-0.3% |
| Admin fee / account holder | $2,719 | $3,007-9.6% | $3,591-24.3% | $4,887-44.4% |