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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 | $59,335-69.7% | $129,031-86.1% | $69,733-74.2% |
| Participation rate | 14.9% | 43.3%-28.4pp | 73.4%-58.4pp | 62.5%-47.5pp |
| Annual return | 9.54% | 19.52%-10.0pp | 34.67%-25.1pp | 15.22%-5.7pp |
| Employer contribution / active EE | $248 | $1,639-84.9% | $3,226-92.3% | $2,250-89.0% |
| Participant deferral / active EE | $679 | $2,485-72.7% | $5,217-87.0% | $3,054-77.8% |
| Admin fee / account holder | $7,073 | $3,940+79.5% | $13,208-46.4% | $3,102+128.0% |