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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 | $14,584 | $48,078-69.7% | $78,676-81.5% | $62,881-76.8% |
| Participation rate | 62.2% | 65.2%-3.0pp | 73.6%-11.4pp | 69.3%-7.1pp |
| Annual return | 3.88% | 31.36%-27.5pp | 62.19%-58.3pp | 20.14%-16.3pp |
| Employer contribution / active EE | $643 | $2,015-68.1% | $2,850-77.4% | $2,281-71.8% |
| Participant deferral / active EE | $1,505 | $2,587-41.8% | $3,517-57.2% | $3,203-53.0% |
| Admin fee / account holder | $1,850 | $3,206-42.3% | $4,510-59.0% | $4,296-56.9% |