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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 | $15,232 | $35,183-56.7% | $73,550-79.3% | $70,126-78.3% |
| Participation rate | 24.6% | 42.9%-18.4pp | 54.9%-30.4pp | 69.5%-45.0pp |
| Annual return | 8.62% | 26.90%-18.3pp | -15.16%+23.8pp | 73.15%-64.5pp |
| Employer contribution / active EE | $364 | $709-48.6% | $1,219-70.1% | $2,343-84.4% |
| Participant deferral / active EE | $1,063 | $1,220-12.8% | $1,804-41.1% | $3,332-68.1% |
| Admin fee / account holder | $6,557 | $2,302+184.8% | $2,320+182.6% | $4,645+41.1% |