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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 | $22,941 | $32,037-28.4% | $69,182-66.8% | $62,881-63.5% |
| Participation rate | 44.2% | 43.4%+0.8pp | 55.1%-10.9pp | 69.3%-25.1pp |
| Annual return | 3.00% | 15.16%-12.2pp | -21.93%+24.9pp | 20.14%-17.1pp |
| Employer contribution / active EE | $497 | $679-26.9% | $1,206-58.8% | $2,281-78.2% |
| Participant deferral / active EE | $1,410 | $1,185+18.9% | $1,897-25.7% | $3,203-56.0% |
| Admin fee / account holder | $422 | $2,608-83.8% | $2,697-84.4% | $4,296-90.2% |