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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 | $15,672 | $77,638-79.8% | $156,551-90.0% | $62,881-75.1% |
| Participation rate | 44.8% | 71.2%-26.4pp | 84.0%-39.2pp | 69.3%-24.5pp |
| Annual return | -0.38% | 50.33%-50.7pp | 32.23%-32.6pp | 20.14%-20.5pp |
| Employer contribution / active EE | $515 | $3,444-85.0% | $5,501-90.6% | $2,281-77.4% |
| Participant deferral / active EE | $1,172 | $3,046-61.5% | $4,871-75.9% | $3,203-63.4% |
| Admin fee / account holder | $3,104 | $5,561-44.2% | $13,028-76.2% | $4,296-27.7% |