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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 | $10,870 | $48,235-77.5% | $68,803-84.2% | $68,490-84.1% |
| Participation rate | 38.1% | 60.7%-22.6pp | 69.0%-30.9pp | 67.9%-29.8pp |
| Annual return | -20.75% | -12.70%-8.0pp | -6.37%-14.4pp | -7.85%-12.9pp |
| Employer contribution / active EE | $400 | $1,829-78.1% | $2,656-84.9% | $2,597-84.6% |
| Participant deferral / active EE | $1,051 | $2,867-63.3% | $3,942-73.3% | $4,028-73.9% |
| Admin fee / account holder | $588 | $4,361-86.5% | $4,936-88.1% | $5,403-89.1% |