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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 | $3,437 | $37,156-90.7% | $83,854-95.9% | $86,983-96.0% |
| Participation rate | 47.1% | 49.1%-2.0pp | 59.1%-12.1pp | 69.5%-22.5pp |
| Annual return | 12.06% | 29.88%-17.8pp | 31.39%-19.3pp | 25.83%-13.8pp |
| Employer contribution / active EE | $26 | $661-96.1% | $1,017-97.5% | $2,584-99.0% |
| Participant deferral / active EE | $715 | $1,418-49.6% | $2,035-64.9% | $4,194-83.0% |
| Admin fee / account holder | $1,354 | $2,510-46.1% | $3,197-57.7% | $7,856-82.8% |