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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 | $16,492 | $35,183-53.1% | $73,550-77.6% | $70,126-76.5% |
| Participation rate | 12.6% | 42.9%-30.3pp | 54.9%-42.3pp | 69.5%-56.9pp |
| Annual return | 11.44% | 26.90%-15.5pp | -15.16%+26.6pp | 73.15%-61.7pp |
| Employer contribution / active EE | $395 | $709-44.3% | $1,219-67.6% | $2,343-83.1% |
| Participant deferral / active EE | $692 | $1,220-43.3% | $1,804-61.7% | $3,332-79.2% |
| Admin fee / account holder | $14,544 | $2,302+531.8% | $2,320+527.0% | $4,645+213.1% |