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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 | $14,385 | $44,746-67.9% | $88,179-83.7% | $64,097-77.6% |
| Participation rate | 15.2% | 39.8%-24.6pp | 69.1%-53.9pp | 55.2%-40.0pp |
| Annual return | -0.49% | 24.70%-25.2pp | 64.97%-65.5pp | 34.64%-35.1pp |
| Employer contribution / active EE | $197 | $1,078-81.7% | $2,549-92.3% | $1,891-89.6% |
| Participant deferral / active EE | $459 | $2,072-77.8% | $4,614-90.0% | $3,080-85.1% |
| Admin fee / account holder | $5,415 | $3,437+57.6% | $7,673-29.4% | $3,454+56.8% |