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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 | $13,818 | $73,848-81.3% | $143,799-90.4% | $68,486-79.8% |
| Participation rate | 55.4% | 66.7%-11.3pp | 80.3%-24.9pp | 67.9%-12.5pp |
| Annual return | -19.35% | 0.91%-20.3pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $942 | $3,184-70.4% | $4,952-81.0% | $2,597-63.7% |
| Participant deferral / active EE | $1,946 | $3,385-42.5% | $5,638-65.5% | $4,028-51.7% |
| Admin fee / account holder | $1,500 | $5,755-73.9% | $14,677-89.8% | $5,404-72.2% |