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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 | $9,883 | $48,235-79.5% | $68,803-85.6% | $68,490-85.6% |
| Participation rate | 33.3% | 60.7%-27.3pp | 69.0%-35.7pp | 67.9%-34.6pp |
| Annual return | -25.99% | -12.70%-13.3pp | -6.37%-19.6pp | -7.85%-18.1pp |
| Employer contribution / active EE | $558 | $1,829-69.5% | $2,656-79.0% | $2,597-78.5% |
| Participant deferral / active EE | $1,851 | $2,867-35.4% | $3,942-53.1% | $4,028-54.1% |
| Admin fee / account holder | $917 | $4,361-79.0% | $4,936-81.4% | $5,403-83.0% |