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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 | $22,150 | $48,364-54.2% | $71,796-69.1% | $62,881-64.8% |
| Participation rate | 30.0% | 60.6%-30.6pp | 69.1%-39.1pp | 69.3%-39.3pp |
| Annual return | -2.49% | 13.16%-15.6pp | 78.04%-80.5pp | 20.14%-22.6pp |
| Employer contribution / active EE | $227 | $1,042-78.2% | $1,924-88.2% | $2,281-90.1% |
| Participant deferral / active EE | $1,919 | $2,091-8.2% | $2,794-31.3% | $3,203-40.1% |
| Admin fee / account holder | $2,089 | $3,771-44.6% | $4,815-56.6% | $4,296-51.4% |