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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 | $17,404 | $77,638-77.6% | $156,551-88.9% | $62,881-72.3% |
| Participation rate | 51.1% | 71.2%-20.1pp | 84.0%-32.9pp | 69.3%-18.2pp |
| Annual return | 3.09% | 50.33%-47.2pp | 32.23%-29.1pp | 20.14%-17.1pp |
| Employer contribution / active EE | $535 | $3,444-84.5% | $5,501-90.3% | $2,281-76.5% |
| Participant deferral / active EE | $1,703 | $3,046-44.1% | $4,871-65.0% | $3,203-46.8% |
| Admin fee / account holder | $748 | $5,561-86.5% | $13,028-94.3% | $4,296-82.6% |