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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 | $17,413 | $32,037-45.6% | $69,182-74.8% | $62,881-72.3% |
| Participation rate | 64.5% | 43.4%+21.1pp | 55.1%+9.4pp | 69.3%-4.8pp |
| Annual return | -1.65% | 15.16%-16.8pp | -21.93%+20.3pp | 20.14%-21.8pp |
| Employer contribution / active EE | $372 | $679-45.3% | $1,206-69.2% | $2,281-83.7% |
| Participant deferral / active EE | $1,841 | $1,185+55.3% | $1,897-3.0% | $3,203-42.5% |
| Admin fee / account holder | $753 | $2,608-71.1% | $2,697-72.1% | $4,296-82.5% |