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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 | $17,198 | $84,236-79.6% | $170,435-89.9% | $70,126-75.5% |
| Participation rate | 40.7% | 70.8%-30.2pp | 83.6%-42.9pp | 69.5%-28.9pp |
| Annual return | 10.14% | 23.06%-12.9pp | 205.94%-195.8pp | 73.15%-63.0pp |
| Employer contribution / active EE | $447 | $3,387-86.8% | $5,432-91.8% | $2,343-80.9% |
| Participant deferral / active EE | $1,399 | $3,086-54.7% | $4,939-71.7% | $3,332-58.0% |
| Admin fee / account holder | $337 | $5,698-94.1% | $13,881-97.6% | $4,645-92.8% |