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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 | $20,396 | $64,920-68.6% | $103,693-80.3% | $86,983-76.6% |
| Participation rate | 26.3% | 63.6%-37.3pp | 72.6%-46.3pp | 69.5%-43.2pp |
| Annual return | 11.67% | 30.29%-18.6pp | 47.61%-35.9pp | 25.83%-14.2pp |
| Employer contribution / active EE | $248 | $2,141-88.4% | $2,920-91.5% | $2,584-90.4% |
| Participant deferral / active EE | $1,017 | $3,241-68.6% | $4,579-77.8% | $4,194-75.7% |
| Admin fee / account holder | $3,829 | $6,191-38.2% | $7,858-51.3% | $7,856-51.3% |