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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 | $22,656 | $48,364-53.2% | $71,796-68.4% | $62,881-64.0% |
| Participation rate | 53.8% | 60.6%-6.8pp | 69.1%-15.3pp | 69.3%-15.5pp |
| Annual return | 1.20% | 13.16%-12.0pp | 78.04%-76.8pp | 20.14%-18.9pp |
| Employer contribution / active EE | $282 | $1,042-73.0% | $1,924-85.4% | $2,281-87.6% |
| Participant deferral / active EE | $2,638 | $2,091+26.1% | $2,794-5.6% | $3,203-17.6% |
| Admin fee / account holder | $1,596 | $3,771-57.7% | $4,815-66.9% | $4,296-62.9% |