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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 | $16,063 | $47,944-66.5% | $67,834-76.3% | $62,881-74.5% |
| Participation rate | 50.0% | 61.1%-11.1pp | 68.8%-18.8pp | 69.3%-19.3pp |
| Annual return | 0.55% | 11.77%-11.2pp | 138.47%-137.9pp | 20.14%-19.6pp |
| Employer contribution / active EE | $553 | $1,562-64.6% | $2,403-77.0% | $2,281-75.7% |
| Participant deferral / active EE | $994 | $2,247-55.8% | $3,160-68.6% | $3,203-69.0% |
| Admin fee / account holder | $5,096 | $3,712+37.3% | $4,622+10.2% | $4,296+18.6% |