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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 | $36,707-43.2% | $69,632-70.1% | $77,762-73.2% |
| Participation rate | 15.6% | 64.1%-48.4pp | 66.4%-50.8pp | 70.6%-55.0pp |
| Annual return | 10.44% | 39.03%-28.6pp | 101.32%-90.9pp | 31.27%-20.8pp |
| Employer contribution / active EE | $650 | $1,236-47.4% | $1,708-62.0% | $2,728-76.2% |
| Participant deferral / active EE | $1,088 | $2,710-59.8% | $2,889-62.3% | $4,651-76.6% |
| Admin fee / account holder | $1,315 | $510+158.0% | $4,695-72.0% | $433+203.8% |