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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 | $17,808 | $49,025-63.7% | $87,502-79.6% | $62,881-71.7% |
| Participation rate | 33.3% | 64.9%-31.5pp | 73.8%-40.5pp | 69.3%-36.0pp |
| Annual return | 3.99% | 10.02%-6.0pp | 12.21%-8.2pp | 20.14%-16.2pp |
| Employer contribution / active EE | $288 | $1,372-79.0% | $2,550-88.7% | $2,281-87.4% |
| Participant deferral / active EE | $1,061 | $2,289-53.7% | $3,149-66.3% | $3,203-66.9% |
| Admin fee / account holder | $312 | $4,065-92.3% | $4,221-92.6% | $4,296-92.7% |