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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 | $21,908 | $68,880-68.2% | $120,580-81.8% | $80,959-72.9% |
| Participation rate | 44.0% | 61.7%-17.7pp | 72.0%-28.0pp | 67.7%-23.7pp |
| Annual return | 10.07% | 23.68%-13.6pp | 107.48%-97.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $538 | $2,066-74.0% | $3,469-84.5% | $2,757-80.5% |
| Participant deferral / active EE | $1,475 | $3,191-53.8% | $4,995-70.5% | $4,300-65.7% |
| Admin fee / account holder | $314 | $5,785-94.6% | $9,418-96.7% | $6,925-95.5% |