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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 | $17,493 | $43,338-59.6% | $59,887-70.8% | $64,173-72.7% |
| Participation rate | 36.0% | 69.2%-33.2pp | 74.7%-38.7pp | 69.6%-33.6pp |
| Annual return | -9.84% | -1.55%-8.3pp | 3.46%-13.3pp | 7.63%-17.5pp |
| Employer contribution / active EE | $520 | $2,030-74.4% | $2,722-80.9% | $2,381-78.1% |
| Participant deferral / active EE | $1,237 | $2,547-51.5% | $3,402-63.7% | $3,470-64.4% |
| Admin fee / account holder | $1,193 | $3,007-60.3% | $3,591-66.8% | $4,887-75.6% |