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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 | $20,862 | $37,156-43.9% | $83,854-75.1% | $86,983-76.0% |
| Participation rate | 17.1% | 49.1%-31.9pp | 59.1%-42.0pp | 69.5%-52.4pp |
| Annual return | 12.15% | 29.88%-17.7pp | 31.39%-19.2pp | 25.83%-13.7pp |
| Employer contribution / active EE | $492 | $661-25.6% | $1,017-51.7% | $2,584-81.0% |
| Participant deferral / active EE | $586 | $1,418-58.7% | $2,035-71.2% | $4,194-86.0% |
| Admin fee / account holder | $443 | $2,510-82.3% | $3,197-86.1% | $7,856-94.4% |