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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 | $16,716 | $28,167-40.7% | $73,658-77.3% | $64,728-74.2% |
| Participation rate | 13.3% | 21.1%-7.8pp | 57.0%-43.8pp | 57.9%-44.6pp |
| Annual return | 5.40% | 139.75%-134.3pp | 29.72%-24.3pp | 49.38%-44.0pp |
| Employer contribution / active EE | $147 | $373-60.7% | $1,032-85.8% | $2,243-93.5% |
| Participant deferral / active EE | $516 | $597-13.6% | $2,062-75.0% | $2,729-81.1% |
| Admin fee / account holder | $3,190 | $1,791+78.1% | $3,357-5.0% | $1,145+178.6% |