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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 | $18,578 | $91,167-79.6% | $178,498-89.6% | $79,858-76.7% |
| Participation rate | 59.1% | 69.2%-10.1pp | 81.9%-22.8pp | 69.6%-10.5pp |
| Annual return | 0.87% | 24.19%-23.3pp | 151.09%-150.2pp | 31.72%-30.8pp |
| Employer contribution / active EE | $919 | $3,255-71.8% | $5,011-81.7% | $2,471-62.8% |
| Participant deferral / active EE | $1,220 | $3,236-62.3% | $5,202-76.6% | $3,740-67.4% |
| Admin fee / account holder | $4,586 | $6,747-32.0% | $13,985-67.2% | $5,306-13.6% |