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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 | $23,988 | $49,976-52.0% | $66,674-64.0% | $82,637-71.0% |
| Participation rate | 27.0% | 63.1%-36.1pp | 73.7%-46.6pp | 68.1%-41.0pp |
| Annual return | 9.98% | 39.09%-29.1pp | 321.24%-311.3pp | 53.51%-43.5pp |
| Employer contribution / active EE | $499 | $1,988-74.9% | $2,620-80.9% | $2,552-80.4% |
| Participant deferral / active EE | $972 | $2,847-65.9% | $4,084-76.2% | $4,126-76.4% |
| Admin fee / account holder | $3,131 | $4,594-31.8% | $5,098-38.6% | $7,339-57.3% |