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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 | $13,976 | $32,037-56.4% | $69,182-79.8% | $62,881-77.8% |
| Participation rate | 41.9% | 43.4%-1.6pp | 55.1%-13.3pp | 69.3%-27.4pp |
| Annual return | 3.21% | 15.16%-12.0pp | -21.93%+25.1pp | 20.14%-16.9pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $344 | $1,185-71.0% | $1,897-81.9% | $3,203-89.3% |
| Admin fee / account holder | $3,832 | $2,608+46.9% | $2,697+42.1% | $4,296-10.8% |