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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 | $16,997 | $48,078-64.6% | $78,676-78.4% | $62,881-73.0% |
| Participation rate | 25.0% | 65.2%-40.2pp | 73.6%-48.6pp | 69.3%-44.3pp |
| Annual return | 3.12% | 31.36%-28.2pp | 62.19%-59.1pp | 20.14%-17.0pp |
| Employer contribution / active EE | $280 | $2,015-86.1% | $2,850-90.2% | $2,281-87.7% |
| Participant deferral / active EE | $819 | $2,587-68.4% | $3,517-76.7% | $3,203-74.4% |
| Admin fee / account holder | $1,911 | $3,206-40.4% | $4,510-57.6% | $4,296-55.5% |