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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 | $27,878 | $42,383-34.2% | $76,518-63.6% | $64,173-56.6% |
| Participation rate | 39.7% | 58.1%-18.5pp | 68.0%-28.3pp | 69.6%-29.9pp |
| Annual return | -9.48% | -16.54%+7.1pp | -0.27%-9.2pp | 7.63%-17.1pp |
| Employer contribution / active EE | $299 | $1,563-80.9% | $2,647-88.7% | $2,381-87.4% |
| Participant deferral / active EE | $1,493 | $2,566-41.8% | $3,836-61.1% | $3,470-57.0% |
| Admin fee / account holder | $5,755 | $3,198+79.9% | $4,849+18.7% | $4,887+17.7% |