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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 | $20,454 | $73,848-72.3% | $143,799-85.8% | $68,486-70.1% |
| Participation rate | 35.3% | 66.7%-31.4pp | 80.3%-45.0pp | 67.9%-32.6pp |
| Annual return | -21.19% | 0.91%-22.1pp | -0.04%-21.1pp | -7.85%-13.3pp |
| Employer contribution / active EE | $535 | $3,184-83.2% | $4,952-89.2% | $2,597-79.4% |
| Participant deferral / active EE | $1,111 | $3,385-67.2% | $5,638-80.3% | $4,028-72.4% |
| Admin fee / account holder | $652 | $5,755-88.7% | $14,677-95.6% | $5,404-87.9% |