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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 | $9,371 | $57,140-83.6% | $85,240-89.0% | $80,959-88.4% |
| Participation rate | 11.5% | 56.4%-44.9pp | 67.5%-56.0pp | 67.7%-56.1pp |
| Annual return | -0.19% | 21.71%-21.9pp | 66.75%-66.9pp | 35.67%-35.9pp |
| Employer contribution / active EE | $378 | $1,802-79.0% | $2,735-86.2% | $2,757-86.3% |
| Participant deferral / active EE | $1,636 | $3,115-47.5% | $4,527-63.9% | $4,300-62.0% |
| Admin fee / account holder | $2,140 | $4,992-57.1% | $6,165-65.3% | $6,925-69.1% |