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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 | $24,266 | $62,589-61.2% | $76,768-68.4% | $64,173-62.2% |
| Participation rate | 40.4% | 72.8%-32.5pp | 77.0%-36.6pp | 69.6%-29.2pp |
| Annual return | -8.74% | -1.95%-6.8pp | 2.43%-11.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $797 | $1,832-56.5% | $2,485-67.9% | $2,381-66.5% |
| Participant deferral / active EE | $1,548 | $3,145-50.8% | $3,852-59.8% | $3,470-55.4% |
| Admin fee / account holder | $587 | $4,667-87.4% | $6,675-91.2% | $4,887-88.0% |