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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 | $15,071 | $45,087-66.6% | $69,483-78.3% | $72,976-79.3% |
| Participation rate | 44.6% | 68.5%-23.9pp | 74.6%-30.0pp | 69.5%-24.9pp |
| Annual return | -1.27% | 22.67%-23.9pp | 28.99%-30.3pp | 81.02%-82.3pp |
| Employer contribution / active EE | $432 | $2,055-79.0% | $2,780-84.5% | $2,440-82.3% |
| Participant deferral / active EE | $1,055 | $2,603-59.5% | $3,537-70.2% | $3,608-70.8% |
| Admin fee / account holder | $5,336 | $3,057+74.6% | $3,841+38.9% | $5,124+4.1% |