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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 | $10,340 | $57,057-81.9% | $85,009-87.8% | $80,874-87.2% |
| Participation rate | 3.7% | 56.4%-52.7pp | 67.5%-63.8pp | 67.6%-63.9pp |
| Annual return | 1.32% | 21.66%-20.3pp | 66.47%-65.2pp | 35.62%-34.3pp |
| Employer contribution / active EE | $295 | $1,799-83.6% | $2,728-89.2% | $2,756-89.3% |
| Participant deferral / active EE | $1,086 | $3,112-65.1% | $4,522-76.0% | $4,297-74.7% |
| Admin fee / account holder | $1,282 | $4,986-74.3% | $6,153-79.2% | $6,935-81.5% |