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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 | $16,718 | $49,280-66.1% | $67,313-75.2% | $64,173-73.9% |
| Participation rate | 22.0% | 60.8%-38.8pp | 69.1%-47.1pp | 69.6%-47.6pp |
| Annual return | -10.62% | -1.39%-9.2pp | -4.08%-6.5pp | 7.63%-18.3pp |
| Employer contribution / active EE | $398 | $1,668-76.1% | $2,566-84.5% | $2,381-83.3% |
| Participant deferral / active EE | $1,363 | $2,484-45.1% | $3,568-61.8% | $3,470-60.7% |
| Admin fee / account holder | $1,453 | $3,863-62.4% | $4,507-67.8% | $4,887-70.3% |