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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 | $12,300 | $42,917-71.3% | $60,899-79.8% | $68,495-82.0% |
| Participation rate | 61.2% | 66.8%-5.6pp | 73.1%-11.9pp | 67.9%-6.7pp |
| Annual return | -19.52% | -13.99%-5.5pp | 16.92%-36.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $734 | $1,979-62.9% | $2,702-72.8% | $2,596-71.7% |
| Participant deferral / active EE | $1,963 | $2,867-31.5% | $3,817-48.6% | $4,028-51.3% |
| Admin fee / account holder | $428 | $3,102-86.2% | $3,225-86.7% | $5,403-92.1% |