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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 | $18,747 | $58,057-67.7% | $97,032-80.7% | $86,983-78.4% |
| Participation rate | 18.5% | 60.4%-41.8pp | 71.6%-53.0pp | 69.5%-51.0pp |
| Annual return | 11.93% | 22.26%-10.3pp | 35.38%-23.4pp | 25.83%-13.9pp |
| Employer contribution / active EE | $149 | $1,663-91.0% | $2,629-94.3% | $2,584-94.2% |
| Participant deferral / active EE | $1,206 | $3,244-62.8% | $4,672-74.2% | $4,194-71.2% |
| Admin fee / account holder | $9,784 | $4,839+102.2% | $9,418+3.9% | $7,856+24.5% |