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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 | $14,819 | $73,848-79.9% | $143,799-89.7% | $68,486-78.4% |
| Participation rate | 62.2% | 66.7%-4.5pp | 80.3%-18.2pp | 67.9%-5.7pp |
| Annual return | -21.99% | 0.91%-22.9pp | -0.04%-21.9pp | -7.85%-14.1pp |
| Employer contribution / active EE | $790 | $3,184-75.2% | $4,952-84.1% | $2,597-69.6% |
| Participant deferral / active EE | $3,577 | $3,385+5.7% | $5,638-36.6% | $4,028-11.2% |
| Admin fee / account holder | $364 | $5,755-93.7% | $14,677-97.5% | $5,404-93.3% |