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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 | $18,852 | $81,276-76.8% | $155,574-87.9% | $80,925-76.7% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | -3.23% | 33.36%-36.6pp | 64.87%-68.1pp | 35.65%-38.9pp |
| Employer contribution / active EE | $676 | $3,103-78.2% | $4,676-85.5% | $2,756-75.5% |
| Participant deferral / active EE | $1,880 | $3,453-45.6% | $5,629-66.6% | $4,299-56.3% |
| Admin fee / account holder | $3,229 | $7,993-59.6% | $15,914-79.7% | $6,940-53.5% |