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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 | $15,600 | $43,333-64.0% | $59,883-73.9% | $64,181-75.7% |
| Participation rate | 43.7% | 69.2%-25.5pp | 74.7%-31.0pp | 69.6%-25.9pp |
| Annual return | -8.70% | -1.55%-7.1pp | 3.46%-12.2pp | 7.63%-16.3pp |
| Employer contribution / active EE | $939 | $2,029-53.7% | $2,722-65.5% | $2,381-60.5% |
| Participant deferral / active EE | $1,784 | $2,547-30.0% | $3,402-47.6% | $3,470-48.6% |
| Admin fee / account holder | $2,580 | $3,006-14.2% | $3,591-28.2% | $4,887-47.2% |