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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 | $17,547 | $37,446-53.1% | $77,513-77.4% | $79,852-78.0% |
| Participation rate | 33.3% | 41.5%-8.2pp | 54.2%-20.9pp | 69.6%-36.3pp |
| Annual return | 7.20% | 39.76%-32.6pp | 54.81%-47.6pp | 31.72%-24.5pp |
| Employer contribution / active EE | $279 | $637-56.2% | $987-71.7% | $2,471-88.7% |
| Participant deferral / active EE | $780 | $1,261-38.2% | $1,861-58.1% | $3,740-79.2% |
| Admin fee / account holder | $13,570 | $2,506+441.5% | $2,859+374.6% | $5,306+155.7% |