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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 | $13,555 | $48,078-71.8% | $78,676-82.8% | $62,881-78.4% |
| Participation rate | 49.2% | 65.2%-16.0pp | 73.6%-24.4pp | 69.3%-20.1pp |
| Annual return | 3.64% | 31.36%-27.7pp | 62.19%-58.5pp | 20.14%-16.5pp |
| Employer contribution / active EE | $562 | $2,015-72.1% | $2,850-80.3% | $2,281-75.4% |
| Participant deferral / active EE | $1,560 | $2,587-39.7% | $3,517-55.6% | $3,203-51.3% |
| Admin fee / account holder | $1,224 | $3,206-61.8% | $4,510-72.9% | $4,296-71.5% |