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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 | $18,674 | $42,383-55.9% | $76,523-75.6% | $64,181-70.9% |
| Participation rate | 11.4% | 58.1%-46.8pp | 68.0%-56.6pp | 69.6%-58.2pp |
| Annual return | -12.24% | -16.54%+4.3pp | -0.27%-12.0pp | 7.63%-19.9pp |
| Employer contribution / active EE | $413 | $1,563-73.6% | $2,647-84.4% | $2,381-82.6% |
| Participant deferral / active EE | $1,128 | $2,566-56.1% | $3,835-70.6% | $3,470-67.5% |
| Admin fee / account holder | $601 | $3,198-81.2% | $4,848-87.6% | $4,887-87.7% |