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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 | $21,862 | $35,183-37.9% | $73,550-70.3% | $70,126-68.8% |
| Participation rate | 60.0% | 42.9%+17.1pp | 54.9%+5.1pp | 69.5%-9.5pp |
| Annual return | 0.71% | 26.90%-26.2pp | -15.16%+15.9pp | 73.15%-72.4pp |
| Employer contribution / active EE | $383 | $709-45.9% | $1,219-68.6% | $2,343-83.6% |
| Participant deferral / active EE | $1,460 | $1,220+19.7% | $1,804-19.1% | $3,332-56.2% |
| Admin fee / account holder | $1,189 | $2,302-48.3% | $2,320-48.7% | $4,645-74.4% |