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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 | $27,270 | $37,446-27.2% | $77,513-64.8% | $79,852-65.8% |
| Participation rate | 18.9% | 41.5%-22.6pp | 54.2%-35.3pp | 69.6%-50.7pp |
| Annual return | 9.54% | 39.76%-30.2pp | 54.81%-45.3pp | 31.72%-22.2pp |
| Employer contribution / active EE | $155 | $637-75.6% | $987-84.2% | $2,471-93.7% |
| Participant deferral / active EE | $1,119 | $1,261-11.3% | $1,861-39.9% | $3,740-70.1% |
| Admin fee / account holder | $1,308 | $2,506-47.8% | $2,859-54.3% | $5,306-75.3% |