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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 | $15,091 | $39,132-61.4% | $57,196-73.6% | $62,881-76.0% |
| Participation rate | 64.3% | 70.5%-6.2pp | 75.3%-11.0pp | 69.3%-5.0pp |
| Annual return | 0.29% | 9.24%-8.9pp | 14.59%-14.3pp | 20.14%-19.9pp |
| Employer contribution / active EE | $497 | $1,874-73.5% | $2,683-81.5% | $2,281-78.2% |
| Participant deferral / active EE | $1,735 | $2,374-26.9% | $3,096-43.9% | $3,203-45.8% |
| Admin fee / account holder | $345 | $2,594-86.7% | $3,141-89.0% | $4,296-92.0% |