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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 | $15,256 | $57,073-73.3% | $85,126-82.1% | $80,925-81.1% |
| Participation rate | 30.0% | 56.4%-26.4pp | 67.5%-37.5pp | 67.7%-37.7pp |
| Annual return | 0.25% | 21.69%-21.4pp | 66.63%-66.4pp | 35.65%-35.4pp |
| Employer contribution / active EE | $529 | $1,801-70.6% | $2,731-80.6% | $2,756-80.8% |
| Participant deferral / active EE | $1,025 | $3,113-67.1% | $4,523-77.3% | $4,299-76.2% |
| Admin fee / account holder | $1,952 | $4,988-60.9% | $6,160-68.3% | $6,940-71.9% |