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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 | $11,399 | $36,948-69.1% | $73,658-84.5% | $87,485-87.0% |
| Participation rate | 13.2% | 46.8%-33.7pp | 57.0%-43.9pp | 68.9%-55.8pp |
| Annual return | 10.98% | 28.64%-17.7pp | 29.72%-18.7pp | 26.06%-15.1pp |
| Employer contribution / active EE | $244 | $670-63.5% | $1,032-76.3% | $2,596-90.6% |
| Participant deferral / active EE | $395 | $1,379-71.3% | $2,062-80.8% | $4,274-90.7% |
| Admin fee / account holder | $1,547 | $2,531-38.9% | $3,357-53.9% | $7,775-80.1% |