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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 | $24,010 | $48,078-50.1% | $78,676-69.5% | $62,881-61.8% |
| Participation rate | 57.1% | 65.2%-8.1pp | 73.6%-16.4pp | 69.3%-12.2pp |
| Annual return | -2.17% | 31.36%-33.5pp | 62.19%-64.4pp | 20.14%-22.3pp |
| Employer contribution / active EE | $631 | $2,015-68.7% | $2,850-77.9% | $2,281-72.3% |
| Participant deferral / active EE | $1,742 | $2,587-32.7% | $3,517-50.5% | $3,203-45.6% |
| Admin fee / account holder | $10,894 | $3,206+239.8% | $4,510+141.6% | $4,296+153.6% |