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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 | $15,308 | $32,037-52.2% | $69,182-77.9% | $62,881-75.7% |
| Participation rate | 38.8% | 43.4%-4.6pp | 55.1%-16.3pp | 69.3%-30.5pp |
| Annual return | 3.77% | 15.16%-11.4pp | -21.93%+25.7pp | 20.14%-16.4pp |
| Employer contribution / active EE | $265 | $679-61.0% | $1,206-78.0% | $2,281-88.4% |
| Participant deferral / active EE | $494 | $1,185-58.3% | $1,897-74.0% | $3,203-84.6% |
| Admin fee / account holder | $1,820 | $2,608-30.2% | $2,697-32.5% | $4,296-57.6% |