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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 | $14,771 | $90,486-83.7% | $78,676-81.2% | $273,972-94.6% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | -0.56% | 75.62%-76.2pp | 62.19%-62.7pp | 41.46%-42.0pp |
| Employer contribution / active EE | $482 | $3,175-84.8% | $2,850-83.1% | $4,869-90.1% |
| Participant deferral / active EE | $1,259 | $3,901-67.7% | $3,517-64.2% | $5,287-76.2% |
| Admin fee / account holder | $1,134 | $5,263-78.5% | $4,510-74.9% | $10,133-88.8% |