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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 | $20,638 | $50,947-59.5% | $74,551-72.3% | $64,173-67.8% |
| Participation rate | 30.8% | 61.1%-30.3pp | 69.1%-38.4pp | 69.6%-38.8pp |
| Annual return | -10.98% | -1.85%-9.1pp | 32.53%-43.5pp | 7.63%-18.6pp |
| Employer contribution / active EE | $569 | $1,115-49.0% | $1,961-71.0% | $2,381-76.1% |
| Participant deferral / active EE | $1,231 | $2,302-46.5% | $3,108-60.4% | $3,470-64.5% |
| Admin fee / account holder | $575 | $4,221-86.4% | $5,059-88.6% | $4,887-88.2% |