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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 | $18,912 | $41,377-54.3% | $109,313-82.7% | $62,881-69.9% |
| Participation rate | 54.9% | 57.5%-2.6pp | 71.3%-16.4pp | 69.3%-14.4pp |
| Annual return | -0.29% | 11.05%-11.3pp | 22.07%-22.4pp | 20.14%-20.4pp |
| Employer contribution / active EE | $781 | $1,276-38.8% | $3,892-79.9% | $2,281-65.8% |
| Participant deferral / active EE | $1,639 | $2,045-19.8% | $3,166-48.2% | $3,203-48.8% |
| Admin fee / account holder | $343 | $2,884-88.1% | $5,666-93.9% | $4,296-92.0% |