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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 | $6,975 | $32,037-78.2% | $69,182-89.9% | $62,881-88.9% |
| Participation rate | 42.5% | 43.4%-0.9pp | 55.1%-12.6pp | 69.3%-26.8pp |
| Annual return | 4.35% | 15.16%-10.8pp | -21.93%+26.3pp | 20.14%-15.8pp |
| Employer contribution / active EE | $286 | $679-57.9% | $1,206-76.3% | $2,281-87.5% |
| Participant deferral / active EE | $343 | $1,185-71.1% | $1,897-81.9% | $3,203-89.3% |
| Admin fee / account holder | $569 | $2,608-78.2% | $2,697-78.9% | $4,296-86.8% |