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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 | $8,355 | $48,235-82.7% | $68,803-87.9% | $68,490-87.8% |
| Participation rate | 40.0% | 60.7%-20.7pp | 69.0%-29.0pp | 67.9%-27.9pp |
| Annual return | -20.20% | -12.70%-7.5pp | -6.37%-13.8pp | -7.85%-12.3pp |
| Employer contribution / active EE | $869 | $1,829-52.5% | $2,656-67.3% | $2,597-66.5% |
| Participant deferral / active EE | $1,340 | $2,867-53.3% | $3,942-66.0% | $4,028-66.7% |
| Admin fee / account holder | $698 | $4,361-84.0% | $4,936-85.9% | $5,403-87.1% |