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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 | $17,988 | $48,050-62.6% | $96,754-81.4% | $64,340-72.0% |
| Participation rate | 14.9% | 40.6%-25.6pp | 70.3%-55.3pp | 55.2%-40.3pp |
| Annual return | 9.54% | 23.41%-13.9pp | 82.04%-72.5pp | 24.14%-14.6pp |
| Employer contribution / active EE | $248 | $1,204-79.4% | $2,679-90.8% | $1,862-86.7% |
| Participant deferral / active EE | $679 | $2,191-69.0% | $4,758-85.7% | $2,980-77.2% |
| Admin fee / account holder | $7,073 | $3,741+89.0% | $8,905-20.6% | $3,703+91.0% |