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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 | $19,375 | $45,872-57.8% | $77,081-74.9% | $68,495-71.7% |
| Participation rate | 14.1% | 55.9%-41.9pp | 67.9%-53.9pp | 67.9%-53.8pp |
| Annual return | -24.26% | 1.73%-26.0pp | 42.33%-66.6pp | -7.84%-16.4pp |
| Employer contribution / active EE | $268 | $1,650-83.8% | $2,813-90.5% | $2,596-89.7% |
| Participant deferral / active EE | $801 | $2,963-73.0% | $4,428-81.9% | $4,028-80.1% |
| Admin fee / account holder | $326 | $3,041-89.3% | $5,427-94.0% | $5,403-94.0% |