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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 | $14,872 | $77,638-80.8% | $156,551-90.5% | $62,881-76.3% |
| Participation rate | 65.2% | 71.2%-6.0pp | 84.0%-18.9pp | 69.3%-4.2pp |
| Annual return | 1.79% | 50.33%-48.5pp | 32.23%-30.4pp | 20.14%-18.3pp |
| Employer contribution / active EE | $945 | $3,444-72.6% | $5,501-82.8% | $2,281-58.6% |
| Participant deferral / active EE | $1,441 | $3,046-52.7% | $4,871-70.4% | $3,203-55.0% |
| Admin fee / account holder | $630 | $5,561-88.7% | $13,028-95.2% | $4,296-85.3% |