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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 | $20,834 | $36,981-43.7% | $69,701-70.1% | $77,671-73.2% |
| Participation rate | 15.6% | 64.2%-48.5pp | 66.4%-50.8pp | 70.6%-54.9pp |
| Annual return | 10.44% | 29.30%-18.9pp | 100.32%-89.9pp | 31.21%-20.8pp |
| Employer contribution / active EE | $650 | $1,267-48.7% | $1,713-62.1% | $2,726-76.2% |
| Participant deferral / active EE | $1,088 | $2,750-60.4% | $2,887-62.3% | $4,648-76.6% |
| Admin fee / account holder | $1,315 | $511+157.6% | $4,717-72.1% | $430+205.6% |