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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 | $19,453 | $49,249-60.5% | $70,476-72.4% | $79,852-75.6% |
| Participation rate | 43.1% | 69.2%-26.1pp | 75.1%-32.0pp | 69.6%-26.5pp |
| Annual return | -3.14% | 30.09%-33.2pp | 109.12%-112.3pp | 31.72%-34.9pp |
| Employer contribution / active EE | $964 | $2,100-54.1% | $2,738-64.8% | $2,471-61.0% |
| Participant deferral / active EE | $1,165 | $2,769-57.9% | $3,710-68.6% | $3,740-68.8% |
| Admin fee / account holder | $1,838 | $2,878-36.1% | $3,847-52.2% | $5,306-65.4% |