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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 | $18,550 | $81,233-77.2% | $155,567-88.1% | $80,874-77.1% |
| Participation rate | 47.9% | 66.2%-18.4pp | 78.2%-30.3pp | 67.6%-19.8pp |
| Annual return | -1.55% | 33.33%-34.9pp | 64.74%-66.3pp | 35.62%-37.2pp |
| Employer contribution / active EE | $871 | $3,101-71.9% | $4,674-81.4% | $2,756-68.4% |
| Participant deferral / active EE | $1,240 | $3,452-64.1% | $5,628-78.0% | $4,297-71.1% |
| Admin fee / account holder | $9,625 | $7,998+20.4% | $15,916-39.5% | $6,935+38.8% |