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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 | $15,790 | $35,183-55.1% | $73,550-78.5% | $70,126-77.5% |
| Participation rate | 46.2% | 42.9%+3.2pp | 54.9%-8.8pp | 69.5%-23.4pp |
| Annual return | -4.78% | 26.90%-31.7pp | -15.16%+10.4pp | 73.15%-77.9pp |
| Employer contribution / active EE | $473 | $709-33.3% | $1,219-61.2% | $2,343-79.8% |
| Participant deferral / active EE | $698 | $1,220-42.8% | $1,804-61.3% | $3,332-79.0% |
| Admin fee / account holder | $398 | $2,302-82.7% | $2,320-82.9% | $4,645-91.4% |