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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 | $19,648 | $73,848-73.4% | $143,799-86.3% | $68,486-71.3% |
| Participation rate | 48.9% | 66.7%-17.7pp | 80.3%-31.4pp | 67.9%-19.0pp |
| Annual return | -20.84% | 0.91%-21.8pp | -0.04%-20.8pp | -7.85%-13.0pp |
| Employer contribution / active EE | $609 | $3,184-80.9% | $4,952-87.7% | $2,597-76.6% |
| Participant deferral / active EE | $1,065 | $3,385-68.5% | $5,638-81.1% | $4,028-73.6% |
| Admin fee / account holder | $820 | $5,755-85.7% | $14,677-94.4% | $5,404-84.8% |