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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 | $36,806-43.4% | $69,611-70.1% | $77,714-73.2% |
| Participation rate | 15.6% | 64.4%-48.7pp | 66.4%-50.8pp | 70.6%-54.9pp |
| Annual return | 10.44% | 38.81%-28.4pp | 101.14%-90.7pp | 31.26%-20.8pp |
| Employer contribution / active EE | $650 | $1,257-48.3% | $1,709-62.0% | $2,727-76.2% |
| Participant deferral / active EE | $1,088 | $2,738-60.2% | $2,891-62.3% | $4,649-76.6% |
| Admin fee / account holder | $1,315 | $507+159.4% | $4,696-72.0% | $433+203.5% |