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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 | $32,717 | $59,819-45.3% | $79,583-58.9% | $68,490-52.2% |
| Participation rate | 43.9% | 61.1%-17.2pp | 69.5%-25.6pp | 67.9%-24.0pp |
| Annual return | -21.46% | -12.30%-9.2pp | 0.16%-21.6pp | -7.85%-13.6pp |
| Employer contribution / active EE | $417 | $1,505-72.3% | $2,414-82.7% | $2,597-83.9% |
| Participant deferral / active EE | $1,425 | $3,025-52.9% | $3,986-64.3% | $4,028-64.6% |
| Admin fee / account holder | $10,816 | $4,835+123.7% | $6,835+58.2% | $5,403+100.2% |