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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 | $26,684 | $73,839-63.9% | $143,788-81.4% | $68,495-61.0% |
| Participation rate | 9.4% | 66.7%-57.3pp | 80.3%-70.9pp | 67.9%-58.5pp |
| Annual return | -27.25% | 1.01%-28.3pp | -0.03%-27.2pp | -7.84%-19.4pp |
| Employer contribution / active EE | $663 | $3,184-79.2% | $4,952-86.6% | $2,596-74.5% |
| Participant deferral / active EE | $1,034 | $3,384-69.4% | $5,638-81.7% | $4,028-74.3% |
| Admin fee / account holder | $3,720 | $5,755-35.4% | $14,675-74.7% | $5,403-31.2% |