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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 | $25,963 | $73,848-64.8% | $143,799-81.9% | $68,486-62.1% |
| Participation rate | 20.0% | 66.7%-46.7pp | 80.3%-60.3pp | 67.9%-47.9pp |
| Annual return | -22.28% | 0.91%-23.2pp | -0.04%-22.2pp | -7.85%-14.4pp |
| Employer contribution / active EE | $448 | $3,184-85.9% | $4,952-90.9% | $2,597-82.7% |
| Participant deferral / active EE | $1,352 | $3,385-60.0% | $5,638-76.0% | $4,028-66.4% |
| Admin fee / account holder | $693 | $5,755-88.0% | $14,677-95.3% | $5,404-87.2% |