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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 | $19,439 | $46,599-58.3% | $64,101-69.7% | $75,173-74.1% |
| Participation rate | 54.3% | 65.9%-11.7pp | 72.3%-18.0pp | 67.2%-12.9pp |
| Annual return | 3.35% | 26.06%-22.7pp | 33.72%-30.4pp | 160.72%-157.4pp |
| Employer contribution / active EE | $571 | $1,975-71.1% | $2,749-79.2% | $2,671-78.6% |
| Participant deferral / active EE | $1,336 | $2,837-52.9% | $3,881-65.6% | $4,126-67.6% |
| Admin fee / account holder | $492 | $2,956-83.3% | $3,070-84.0% | $5,651-91.3% |