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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 | $12,047 | $115,225-89.5% | $100,712-88.0% | $138,895-91.3% |
| Participation rate | 61.9% | 74.3%-12.4pp | 69.3%-7.4pp | 79.9%-18.0pp |
| Annual return | -28.04% | 40.35%-68.4pp | 33.27%-61.3pp | 145.39%-173.4pp |
| Employer contribution / active EE | $808 | $2,771-70.8% | $2,313-65.0% | $4,194-80.7% |
| Participant deferral / active EE | $1,731 | $4,699-63.2% | $4,085-57.6% | $6,396-72.9% |
| Admin fee / account holder | $542 | $10,844-95.0% | $9,256-94.1% | $12,562-95.7% |