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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 | $17,111 | $73,863-76.8% | $143,797-88.1% | $68,490-75.0% |
| Participation rate | 31.4% | 66.7%-35.2pp | 80.3%-48.9pp | 67.9%-36.5pp |
| Annual return | -19.37% | 0.91%-20.3pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $951 | $3,185-70.1% | $4,952-80.8% | $2,597-63.4% |
| Participant deferral / active EE | $1,155 | $3,385-65.9% | $5,638-79.5% | $4,028-71.3% |
| Admin fee / account holder | $1,129 | $5,756-80.4% | $14,679-92.3% | $5,403-79.1% |