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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 | $12,707 | $43,333-70.7% | $59,883-78.8% | $64,186-80.2% |
| Participation rate | 36.8% | 69.2%-32.3pp | 74.7%-37.9pp | 69.6%-32.7pp |
| Annual return | -8.46% | -1.55%-6.9pp | 3.46%-11.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $881 | $2,029-56.6% | $2,722-67.6% | $2,381-63.0% |
| Participant deferral / active EE | $1,531 | $2,547-39.9% | $3,402-55.0% | $3,470-55.9% |
| Admin fee / account holder | $11,487 | $3,006+282.1% | $3,591+219.9% | $4,888+135.0% |