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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 | $14,343 | $46,732-69.3% | $156,551-90.8% | $55,167-74.0% |
| Participation rate | 40.0% | 65.8%-25.8pp | 84.0%-44.0pp | 69.0%-29.0pp |
| Annual return | -4.16% | 17.72%-21.9pp | 32.23%-36.4pp | 169.23%-173.4pp |
| Employer contribution / active EE | $551 | $2,105-73.8% | $5,501-90.0% | $1,963-71.9% |
| Participant deferral / active EE | $1,026 | $2,204-53.5% | $4,871-78.9% | $3,054-66.4% |
| Admin fee / account holder | $558 | $418+33.4% | $13,028-95.7% | $504+10.8% |