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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 | $19,385 | $54,757-64.6% | $90,304-78.5% | $72,975-73.4% |
| Participation rate | 13.3% | 65.2%-51.8pp | 73.3%-59.9pp | 69.5%-56.2pp |
| Annual return | 6.99% | 30.63%-23.6pp | 78.13%-71.1pp | 81.01%-74.0pp |
| Employer contribution / active EE | $505 | $2,093-75.9% | $2,855-82.3% | $2,440-79.3% |
| Participant deferral / active EE | $1,334 | $2,887-53.8% | $3,885-65.7% | $3,608-63.0% |
| Admin fee / account holder | $1,343 | $3,973-66.2% | $5,354-74.9% | $5,124-73.8% |