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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 | $15,019 | $40,263-62.7% | $57,347-73.8% | $59,632-74.8% |
| Participation rate | 62.2% | 69.2%-7.0pp | 75.1%-12.9pp | 68.7%-6.5pp |
| Annual return | -2.95% | 27.50%-30.5pp | 24.40%-27.4pp | 2041.32%-2044.3pp |
| Employer contribution / active EE | $533 | $1,922-72.3% | $2,689-80.2% | $2,203-75.8% |
| Participant deferral / active EE | $872 | $2,400-63.7% | $3,162-72.4% | $3,192-72.7% |
| Admin fee / account holder | $1,546 | $2,819-45.2% | $3,356-53.9% | $4,297-64.0% |