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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 | $17,171 | $81,276-78.9% | $155,574-89.0% | $80,925-78.8% |
| Participation rate | 29.1% | 66.2%-37.2pp | 78.2%-49.1pp | 67.7%-38.6pp |
| Annual return | 5.74% | 33.36%-27.6pp | 64.87%-59.1pp | 35.65%-29.9pp |
| Employer contribution / active EE | $436 | $3,103-85.9% | $4,676-90.7% | $2,756-84.2% |
| Participant deferral / active EE | $1,345 | $3,453-61.1% | $5,629-76.1% | $4,299-68.7% |
| Admin fee / account holder | $3,375 | $7,993-57.8% | $15,914-78.8% | $6,940-51.4% |