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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 | $15,105 | $45,872-67.1% | $77,096-80.4% | $68,486-77.9% |
| Participation rate | 32.1% | 55.9%-23.8pp | 67.9%-35.8pp | 67.9%-35.8pp |
| Annual return | -20.49% | 1.73%-22.2pp | 42.35%-62.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $738 | $1,650-55.3% | $2,814-73.8% | $2,597-71.6% |
| Participant deferral / active EE | $1,213 | $2,963-59.1% | $4,429-72.6% | $4,028-69.9% |
| Admin fee / account holder | $631 | $3,041-79.3% | $5,428-88.4% | $5,404-88.3% |