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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 | $12,502 | $45,872-72.7% | $77,081-83.8% | $68,495-81.7% |
| Participation rate | 19.7% | 55.9%-36.2pp | 67.9%-48.2pp | 67.9%-48.2pp |
| Annual return | -31.63% | 1.73%-33.4pp | 42.33%-74.0pp | -7.84%-23.8pp |
| Employer contribution / active EE | $591 | $1,650-64.2% | $2,813-79.0% | $2,596-77.2% |
| Participant deferral / active EE | $1,512 | $2,963-49.0% | $4,428-65.9% | $4,028-62.5% |
| Admin fee / account holder | $1,153 | $3,041-62.1% | $5,427-78.7% | $5,403-78.7% |