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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 | $17,893 | $64,920-72.4% | $103,693-82.7% | $86,983-79.4% |
| Participation rate | 13.8% | 63.6%-49.8pp | 72.6%-58.9pp | 69.5%-55.7pp |
| Annual return | 6.94% | 30.29%-23.3pp | 47.61%-40.7pp | 25.83%-18.9pp |
| Employer contribution / active EE | $128 | $2,141-94.0% | $2,920-95.6% | $2,584-95.0% |
| Participant deferral / active EE | $817 | $3,241-74.8% | $4,579-82.1% | $4,194-80.5% |
| Admin fee / account holder | $3,596 | $6,191-41.9% | $7,858-54.2% | $7,856-54.2% |