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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 | $18,251 | $47,848-61.9% | $81,473-77.6% | $70,126-74.0% |
| Participation rate | 43.1% | 58.3%-15.2pp | 68.0%-24.9pp | 69.5%-26.4pp |
| Annual return | 10.05% | 27.25%-17.2pp | 38.78%-28.7pp | 73.15%-63.1pp |
| Employer contribution / active EE | $606 | $1,527-60.3% | $2,568-76.4% | $2,343-74.1% |
| Participant deferral / active EE | $919 | $2,453-62.5% | $3,537-74.0% | $3,332-72.4% |
| Admin fee / account holder | $334 | $3,145-89.4% | $4,561-92.7% | $4,645-92.8% |