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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 | $21,474 | $45,343-52.6% | $150,298-85.7% | $67,986-68.4% |
| Participation rate | 22.4% | 51.9%-29.5pp | 77.8%-55.4pp | 57.2%-34.8pp |
| Annual return | 11.83% | 33.28%-21.4pp | 62.79%-51.0pp | 31.67%-19.8pp |
| Employer contribution / active EE | $293 | $1,462-79.9% | $4,154-92.9% | $2,019-85.5% |
| Participant deferral / active EE | $843 | $2,055-59.0% | $5,453-84.5% | $3,358-74.9% |
| Admin fee / account holder | $4,384 | $2,250+94.9% | $14,116-68.9% | $3,203+36.9% |