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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 | $16,106 | $49,255-67.3% | $70,494-77.2% | $79,856-79.8% |
| Participation rate | 59.4% | 69.2%-9.8pp | 75.1%-15.7pp | 69.6%-10.3pp |
| Annual return | -1.10% | 30.10%-31.2pp | 109.16%-110.3pp | 31.71%-32.8pp |
| Employer contribution / active EE | $819 | $2,100-61.0% | $2,738-70.1% | $2,471-66.9% |
| Participant deferral / active EE | $1,112 | $2,768-59.8% | $3,711-70.0% | $3,741-70.3% |
| Admin fee / account holder | $2,195 | $2,879-23.8% | $3,848-43.0% | $5,306-58.6% |