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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 | $18,789 | $45,872-59.0% | $77,096-75.6% | $68,486-72.6% |
| Participation rate | 37.8% | 55.9%-18.1pp | 67.9%-30.1pp | 67.9%-30.1pp |
| Annual return | -21.82% | 1.73%-23.5pp | 42.35%-64.2pp | -7.85%-14.0pp |
| Employer contribution / active EE | $635 | $1,650-61.5% | $2,814-77.5% | $2,597-75.6% |
| Participant deferral / active EE | $1,637 | $2,963-44.8% | $4,429-63.1% | $4,028-59.4% |
| Admin fee / account holder | $383 | $3,041-87.4% | $5,428-92.9% | $5,404-92.9% |