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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 | $17,691 | $32,037-44.8% | $69,182-74.4% | $62,881-71.9% |
| Participation rate | 38.5% | 43.4%-5.0pp | 55.1%-16.7pp | 69.3%-30.8pp |
| Annual return | 2.69% | 15.16%-12.5pp | -21.93%+24.6pp | 20.14%-17.5pp |
| Employer contribution / active EE | $113 | $679-83.4% | $1,206-90.7% | $2,281-95.1% |
| Participant deferral / active EE | $385 | $1,185-67.5% | $1,897-79.7% | $3,203-88.0% |
| Admin fee / account holder | $2,855 | $2,608+9.4% | $2,697+5.9% | $4,296-33.5% |