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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 | $102,245-81.6% | $89,340-78.9% | $137,256-86.3% |
| Participation rate | 42.9% | 74.9%-32.0pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | 6.52% | 21.89%-15.4pp | 20.57%-14.1pp | 220.34%-213.8pp |
| Employer contribution / active EE | $382 | $2,529-84.9% | $2,231-82.9% | $4,156-90.8% |
| Participant deferral / active EE | $1,528 | $4,436-65.6% | $3,823-60.0% | $6,407-76.2% |
| Admin fee / account holder | $9,564 | $8,085+18.3% | $6,704+42.7% | $12,270-22.1% |