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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 | $18,858 | $103,164-81.7% | $90,259-79.1% | $154,746-87.8% |
| Participation rate | 42.9% | 76.1%-33.2pp | 70.7%-27.9pp | 80.7%-37.8pp |
| Annual return | 6.52% | 19.25%-12.7pp | 18.88%-12.4pp | 172.34%-165.8pp |
| Employer contribution / active EE | $382 | $2,532-84.9% | $2,291-83.3% | $4,379-91.3% |
| Participant deferral / active EE | $1,528 | $4,422-65.5% | $3,827-60.1% | $6,730-77.3% |
| Admin fee / account holder | $9,564 | $8,593+11.3% | $7,267+31.6% | $14,365-33.4% |