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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 | $17,194 | $46,599-63.1% | $64,101-73.2% | $75,173-77.1% |
| Participation rate | 64.0% | 65.9%-1.9pp | 72.3%-8.3pp | 67.2%-3.2pp |
| Annual return | 10.18% | 26.06%-15.9pp | 33.72%-23.5pp | 160.72%-150.5pp |
| Employer contribution / active EE | $503 | $1,975-74.5% | $2,749-81.7% | $2,671-81.2% |
| Participant deferral / active EE | $2,606 | $2,837-8.1% | $3,881-32.9% | $4,126-36.8% |
| Admin fee / account holder | $845 | $2,956-71.4% | $3,070-72.5% | $5,651-85.1% |