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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 | $20,491 | $51,769-60.4% | $57,356-64.3% | $52,331-60.8% |
| Participation rate | 43.8% | 75.2%-31.4pp | 75.1%-31.3pp | 68.1%-24.3pp |
| Annual return | -0.77% | 2.43%-3.2pp | 24.41%-25.2pp | 4.54%-5.3pp |
| Employer contribution / active EE | $562 | $2,335-75.9% | $2,689-79.1% | $1,882-70.1% |
| Participant deferral / active EE | $1,255 | $2,794-55.1% | $3,162-60.3% | $3,022-58.5% |
| Admin fee / account holder | $1,169 | $295+296.7% | $3,357-65.2% | $592+97.7% |