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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 | $19,297 | $41,377-53.4% | $109,313-82.3% | $62,881-69.3% |
| Participation rate | 30.2% | 57.5%-27.4pp | 71.3%-41.1pp | 69.3%-39.1pp |
| Annual return | -2.19% | 11.05%-13.2pp | 22.07%-24.3pp | 20.14%-22.3pp |
| Employer contribution / active EE | $369 | $1,276-71.1% | $3,892-90.5% | $2,281-83.8% |
| Participant deferral / active EE | $778 | $2,045-61.9% | $3,166-75.4% | $3,203-75.7% |
| Admin fee / account holder | $8,779 | $2,884+204.4% | $5,666+54.9% | $4,296+104.4% |