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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 | $17,809 | $77,638-77.1% | $156,552-88.6% | $62,881-71.7% |
| Participation rate | 62.5% | 71.2%-8.7pp | 84.0%-21.5pp | 69.3%-6.8pp |
| Annual return | -2.10% | 50.33%-52.4pp | 32.23%-34.3pp | 20.14%-22.2pp |
| Employer contribution / active EE | $1,834 | $3,444-46.8% | $5,501-66.7% | $2,281-19.6% |
| Participant deferral / active EE | $1,284 | $3,046-57.9% | $4,871-73.7% | $3,203-59.9% |
| Admin fee / account holder | $3,234 | $5,561-41.8% | $13,028-75.2% | $4,296-24.7% |