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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 | $18,023 | $107,809-83.3% | $97,032-81.4% | $155,188-88.4% |
| Participation rate | 31.3% | 75.5%-44.2pp | 71.6%-40.3pp | 80.8%-49.6pp |
| Annual return | -5.16% | 38.06%-43.2pp | 35.38%-40.5pp | 148.84%-154.0pp |
| Employer contribution / active EE | $763 | $2,911-73.8% | $2,629-71.0% | $4,248-82.0% |
| Participant deferral / active EE | $1,250 | $5,129-75.6% | $4,672-73.2% | $6,531-80.9% |
| Admin fee / account holder | $3,078 | $10,717-71.3% | $9,418-67.3% | $14,480-78.7% |