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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 | $15,321 | $25,979-41.0% | $71,702-78.6% | $68,495-77.6% |
| Participation rate | 23.1% | 54.5%-31.4pp | 62.3%-39.3pp | 67.9%-44.8pp |
| Annual return | -25.43% | -15.10%-10.3pp | 9.14%-34.6pp | -7.84%-17.6pp |
| Employer contribution / active EE | $631 | $900-29.9% | $1,704-63.0% | $2,596-75.7% |
| Participant deferral / active EE | $2,280 | $1,522+49.8% | $2,658-14.2% | $4,028-43.4% |
| Admin fee / account holder | $1,107 | $2,022-45.3% | $3,974-72.2% | $5,403-79.5% |