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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 | $22,703 | $32,037-29.1% | $69,182-67.2% | $62,891-63.9% |
| Participation rate | 46.8% | 43.4%+3.4pp | 55.1%-8.3pp | 69.3%-22.5pp |
| Annual return | -6.30% | 15.16%-21.5pp | -21.94%+15.6pp | 20.14%-26.4pp |
| Employer contribution / active EE | $193 | $679-71.5% | $1,205-84.0% | $2,281-91.5% |
| Participant deferral / active EE | $807 | $1,185-31.9% | $1,896-57.4% | $3,203-74.8% |
| Admin fee / account holder | $634 | $2,608-75.7% | $2,697-76.5% | $4,296-85.2% |