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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 | $19,131 | $37,446-48.9% | $77,513-75.3% | $79,852-76.0% |
| Participation rate | 17.9% | 41.5%-23.7pp | 54.2%-36.3pp | 69.6%-51.8pp |
| Annual return | 9.86% | 39.76%-29.9pp | 54.81%-45.0pp | 31.72%-21.9pp |
| Employer contribution / active EE | $142 | $637-77.7% | $987-85.6% | $2,471-94.3% |
| Participant deferral / active EE | $468 | $1,261-62.9% | $1,861-74.9% | $3,740-87.5% |
| Admin fee / account holder | $5,888 | $2,506+135.0% | $2,859+106.0% | $5,306+11.0% |