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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 | $12,168 | $73,863-83.5% | $143,797-91.5% | $68,490-82.2% |
| Participation rate | 62.8% | 66.7%-3.9pp | 80.3%-17.5pp | 67.9%-5.1pp |
| Annual return | -21.19% | 0.91%-22.1pp | -0.04%-21.2pp | -7.85%-13.3pp |
| Employer contribution / active EE | $480 | $3,185-84.9% | $4,952-90.3% | $2,597-81.5% |
| Participant deferral / active EE | $2,542 | $3,385-24.9% | $5,638-54.9% | $4,028-36.9% |
| Admin fee / account holder | $1,073 | $5,756-81.4% | $14,679-92.7% | $5,403-80.1% |