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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 | $14,093 | $65,712-78.6% | $57,196-75.4% | $273,972-94.9% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | -2.64% | 22.01%-24.6pp | 14.59%-17.2pp | 41.46%-44.1pp |
| Employer contribution / active EE | $483 | $3,280-85.3% | $2,683-82.0% | $4,869-90.1% |
| Participant deferral / active EE | $1,195 | $3,782-68.4% | $3,096-61.4% | $5,287-77.4% |
| Admin fee / account holder | $1,713 | $4,838-64.6% | $3,141-45.4% | $10,133-83.1% |