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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 | $13,584 | $36,948-63.2% | $73,658-81.6% | $87,485-84.5% |
| Participation rate | 30.8% | 46.8%-16.0pp | 57.0%-26.3pp | 68.9%-38.2pp |
| Annual return | 5.26% | 28.64%-23.4pp | 29.72%-24.5pp | 26.06%-20.8pp |
| Employer contribution / active EE | $227 | $670-66.2% | $1,032-78.0% | $2,596-91.3% |
| Participant deferral / active EE | $1,001 | $1,379-27.4% | $2,062-51.5% | $4,274-76.6% |
| Admin fee / account holder | $3,456 | $2,531+36.5% | $3,357+2.9% | $7,775-55.6% |