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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 | $21,392 | $41,377-48.3% | $109,313-80.4% | $62,881-66.0% |
| Participation rate | 52.2% | 57.5%-5.4pp | 71.3%-19.1pp | 69.3%-17.1pp |
| Annual return | -0.29% | 11.05%-11.3pp | 22.07%-22.4pp | 20.14%-20.4pp |
| Employer contribution / active EE | $595 | $1,276-53.4% | $3,892-84.7% | $2,281-73.9% |
| Participant deferral / active EE | $1,575 | $2,045-23.0% | $3,166-50.3% | $3,203-50.8% |
| Admin fee / account holder | $882 | $2,884-69.4% | $5,666-84.4% | $4,296-79.5% |