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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 | $16,852 | $37,446-55.0% | $77,552-78.3% | $79,856-78.9% |
| Participation rate | 43.8% | 41.5%+2.2pp | 54.2%-10.4pp | 69.6%-25.9pp |
| Annual return | 6.58% | 39.76%-33.2pp | 54.82%-48.2pp | 31.71%-25.1pp |
| Employer contribution / active EE | $294 | $637-53.8% | $987-70.2% | $2,471-88.1% |
| Participant deferral / active EE | $603 | $1,261-52.2% | $1,861-67.6% | $3,741-83.9% |
| Admin fee / account holder | $1,491 | $2,506-40.5% | $2,859-47.8% | $5,306-71.9% |