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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 | $17,623 | $48,078-63.3% | $78,676-77.6% | $62,881-72.0% |
| Participation rate | 55.9% | 65.2%-9.3pp | 73.6%-17.7pp | 69.3%-13.4pp |
| Annual return | -1.14% | 31.36%-32.5pp | 62.19%-63.3pp | 20.14%-21.3pp |
| Employer contribution / active EE | $656 | $2,015-67.4% | $2,850-77.0% | $2,281-71.2% |
| Participant deferral / active EE | $884 | $2,587-65.8% | $3,517-74.9% | $3,203-72.4% |
| Admin fee / account holder | $1,759 | $3,206-45.1% | $4,510-61.0% | $4,296-59.0% |