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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 | $20,020 | $41,377-51.6% | $109,313-81.7% | $62,881-68.2% |
| Participation rate | 30.0% | 57.5%-27.5pp | 71.3%-41.3pp | 69.3%-39.3pp |
| Annual return | -4.60% | 11.05%-15.6pp | 22.07%-26.7pp | 20.14%-24.7pp |
| Employer contribution / active EE | $941 | $1,276-26.3% | $3,892-75.8% | $2,281-58.8% |
| Participant deferral / active EE | $1,636 | $2,045-20.0% | $3,166-48.3% | $3,203-48.9% |
| Admin fee / account holder | $7,326 | $2,884+154.0% | $5,666+29.3% | $4,296+70.6% |