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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 | $19,651 | $76,407-74.3% | $150,298-86.9% | $82,448-76.2% |
| Participation rate | 43.2% | 66.4%-23.2pp | 77.8%-34.6pp | 68.1%-24.9pp |
| Annual return | 9.22% | 39.99%-30.8pp | 62.79%-53.6pp | 41.64%-32.4pp |
| Employer contribution / active EE | $339 | $2,614-87.0% | $4,154-91.8% | $2,551-86.7% |
| Participant deferral / active EE | $1,623 | $3,214-49.5% | $5,453-70.2% | $4,139-60.8% |
| Admin fee / account holder | $8,591 | $6,352+35.3% | $14,116-39.1% | $7,234+18.8% |