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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 | $17,545 | $43,075-59.3% | $74,577-76.5% | $62,881-72.1% |
| Participation rate | 55.6% | 58.1%-2.5pp | 68.1%-12.6pp | 69.3%-13.7pp |
| Annual return | -0.98% | 17.50%-18.5pp | 20.47%-21.5pp | 20.14%-21.1pp |
| Employer contribution / active EE | $855 | $1,498-42.9% | $2,525-66.2% | $2,281-62.5% |
| Participant deferral / active EE | $812 | $2,389-66.0% | $3,458-76.5% | $3,203-74.6% |
| Admin fee / account holder | $1,273 | $2,840-55.2% | $4,138-69.2% | $4,296-70.4% |