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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 | $7,816 | $48,235-83.8% | $68,803-88.6% | $68,490-88.6% |
| Participation rate | 38.0% | 60.7%-22.7pp | 69.0%-31.0pp | 67.9%-29.9pp |
| Annual return | -25.35% | -12.70%-12.7pp | -6.37%-19.0pp | -7.85%-17.5pp |
| Employer contribution / active EE | $857 | $1,829-53.1% | $2,656-67.7% | $2,597-67.0% |
| Participant deferral / active EE | $1,411 | $2,867-50.8% | $3,942-64.2% | $4,028-65.0% |
| Admin fee / account holder | $448 | $4,361-89.7% | $4,936-90.9% | $5,403-91.7% |