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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 | $20,182 | $59,813-66.3% | $79,580-74.6% | $68,486-70.5% |
| Participation rate | 44.6% | 61.1%-16.5pp | 69.5%-24.9pp | 67.9%-23.3pp |
| Annual return | -19.98% | -12.30%-7.7pp | 0.15%-20.1pp | -7.85%-12.1pp |
| Employer contribution / active EE | $457 | $1,505-69.6% | $2,413-81.1% | $2,597-82.4% |
| Participant deferral / active EE | $1,496 | $3,024-50.5% | $3,985-62.5% | $4,028-62.8% |
| Admin fee / account holder | $634 | $4,835-86.9% | $6,835-90.7% | $5,404-88.3% |