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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 | $12,481 | $73,848-83.1% | $143,799-91.3% | $68,486-81.8% |
| Participation rate | 31.4% | 66.7%-35.3pp | 80.3%-48.9pp | 67.9%-36.5pp |
| Annual return | -19.52% | 0.91%-20.4pp | -0.04%-19.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $481 | $3,184-84.9% | $4,952-90.3% | $2,597-81.5% |
| Participant deferral / active EE | $1,259 | $3,385-62.8% | $5,638-77.7% | $4,028-68.7% |
| Admin fee / account holder | $2,649 | $5,755-54.0% | $14,677-82.0% | $5,404-51.0% |