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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 | $9,766 | $32,037-69.5% | $69,182-85.9% | $62,881-84.5% |
| Participation rate | 44.0% | 43.4%+0.6pp | 55.1%-11.1pp | 69.3%-25.3pp |
| Annual return | 1.26% | 15.16%-13.9pp | -21.93%+23.2pp | 20.14%-18.9pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,351 | $1,185+14.0% | $1,897-28.8% | $3,203-57.8% |
| Admin fee / account holder | $5,494 | $2,608+110.6% | $2,697+103.7% | $4,296+27.9% |