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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 | $17,442 | $22,602-22.8% | $65,566-73.4% | $75,173-76.8% |
| Participation rate | 26.5% | 63.1%-36.6pp | 64.9%-38.5pp | 67.2%-40.7pp |
| Annual return | 13.86% | 71.13%-57.3pp | 47.40%-33.5pp | 160.72%-146.9pp |
| Employer contribution / active EE | $618 | $941-34.3% | $1,692-63.5% | $2,671-76.9% |
| Participant deferral / active EE | $834 | $1,695-50.8% | $2,832-70.5% | $4,126-79.8% |
| Admin fee / account holder | $3,377 | $1,877+79.9% | $4,114-17.9% | $5,651-40.2% |