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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 | $14,151 | $69,012-79.5% | $160,009-91.2% | $68,486-79.3% |
| Participation rate | 35.1% | 65.4%-30.3pp | 78.0%-42.8pp | 67.9%-32.8pp |
| Annual return | -22.30% | -9.65%-12.7pp | 408.85%-431.1pp | -7.85%-14.4pp |
| Employer contribution / active EE | $772 | $2,212-65.1% | $4,225-81.7% | $2,597-70.3% |
| Participant deferral / active EE | $1,725 | $4,212-59.0% | $6,183-72.1% | $4,028-57.2% |
| Admin fee / account holder | $1,102 | $4,798-77.0% | $8,715-87.4% | $5,404-79.6% |