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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 | $19,186 | $91,198-79.0% | $178,503-89.3% | $79,856-76.0% |
| Participation rate | 37.3% | 69.2%-32.0pp | 81.9%-44.7pp | 69.6%-32.4pp |
| Annual return | 8.53% | 24.20%-15.7pp | 151.12%-142.6pp | 31.71%-23.2pp |
| Employer contribution / active EE | $622 | $3,257-80.9% | $5,011-87.6% | $2,471-74.8% |
| Participant deferral / active EE | $990 | $3,237-69.4% | $5,202-81.0% | $3,741-73.5% |
| Admin fee / account holder | $3,276 | $6,748-51.5% | $13,987-76.6% | $5,306-38.3% |