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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 | $25,606 | $50,464-49.3% | $75,784-66.2% | $52,331-51.1% |
| Participation rate | 16.3% | 66.8%-50.4pp | 75.8%-59.5pp | 68.1%-51.8pp |
| Annual return | -2.68% | 1.03%-3.7pp | 9.68%-12.4pp | 4.54%-7.2pp |
| Employer contribution / active EE | $357 | $1,988-82.1% | $3,323-89.3% | $1,882-81.0% |
| Participant deferral / active EE | $1,098 | $2,570-57.3% | $3,652-69.9% | $3,022-63.7% |
| Admin fee / account holder | $3,560 | $1,103+222.8% | $5,300-32.8% | $592+501.7% |