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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 | $10,629 | $40,263-73.6% | $57,347-81.5% | $59,632-82.2% |
| Participation rate | 60.3% | 69.2%-8.8pp | 75.1%-14.7pp | 68.7%-8.3pp |
| Annual return | -8.44% | 27.50%-35.9pp | 24.40%-32.8pp | 2041.32%-2049.8pp |
| Employer contribution / active EE | $949 | $1,922-50.6% | $2,689-64.7% | $2,203-56.9% |
| Participant deferral / active EE | $1,456 | $2,400-39.4% | $3,162-54.0% | $3,192-54.4% |
| Admin fee / account holder | $779 | $2,819-72.4% | $3,356-76.8% | $4,297-81.9% |