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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 | $16,199 | $49,255-67.1% | $70,494-77.0% | $79,856-79.7% |
| Participation rate | 31.9% | 69.2%-37.2pp | 75.1%-43.1pp | 69.6%-37.7pp |
| Annual return | -1.00% | 30.10%-31.1pp | 109.16%-110.2pp | 31.71%-32.7pp |
| Employer contribution / active EE | $721 | $2,100-65.7% | $2,738-73.7% | $2,471-70.8% |
| Participant deferral / active EE | $1,759 | $2,768-36.5% | $3,711-52.6% | $3,741-53.0% |
| Admin fee / account holder | $543 | $2,879-81.1% | $3,848-85.9% | $5,306-89.8% |