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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 | $13,799 | $77,638-82.2% | $156,551-91.2% | $62,881-78.1% |
| Participation rate | 42.0% | 71.2%-29.2pp | 84.0%-42.0pp | 69.3%-27.3pp |
| Annual return | -0.23% | 50.33%-50.6pp | 32.23%-32.5pp | 20.14%-20.4pp |
| Employer contribution / active EE | $1,514 | $3,444-56.0% | $5,501-72.5% | $2,281-33.6% |
| Participant deferral / active EE | $866 | $3,046-71.6% | $4,871-82.2% | $3,203-73.0% |
| Admin fee / account holder | $3,053 | $5,561-45.1% | $13,028-76.6% | $4,296-28.9% |