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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 | $26,054 | $56,484-53.9% | $169,452-84.6% | $64,173-59.4% |
| Participation rate | 46.7% | 64.5%-17.9pp | 77.8%-31.1pp | 69.6%-22.9pp |
| Annual return | -9.17% | -1.55%-7.6pp | 1.83%-11.0pp | 7.63%-16.8pp |
| Employer contribution / active EE | $309 | $1,832-83.1% | $4,157-92.6% | $2,381-87.0% |
| Participant deferral / active EE | $2,181 | $3,448-36.7% | $5,277-58.7% | $3,470-37.1% |
| Admin fee / account holder | $1,138 | $4,174-72.7% | $9,110-87.5% | $4,887-76.7% |