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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 | $14,883 | $54,162-72.5% | $68,612-78.3% | $64,173-76.8% |
| Participation rate | 31.0% | 68.1%-37.0pp | 72.2%-41.2pp | 69.6%-38.5pp |
| Annual return | -10.42% | -1.62%-8.8pp | -4.63%-5.8pp | 7.63%-18.1pp |
| Employer contribution / active EE | $949 | $1,846-48.6% | $2,625-63.9% | $2,381-60.1% |
| Participant deferral / active EE | $1,928 | $2,626-26.6% | $3,311-41.8% | $3,470-44.4% |
| Admin fee / account holder | $1,183 | $4,029-70.6% | $5,131-76.9% | $4,887-75.8% |