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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 | $16,592 | $23,330-28.9% | $64,489-74.3% | $82,448-79.9% |
| Participation rate | 28.9% | 68.3%-39.3pp | 67.7%-38.7pp | 68.1%-39.1pp |
| Annual return | 11.91% | 83.66%-71.8pp | 55.03%-43.1pp | 41.64%-29.7pp |
| Employer contribution / active EE | $474 | $824-42.5% | $1,523-68.9% | $2,551-81.4% |
| Participant deferral / active EE | $1,020 | $1,707-40.3% | $2,778-63.3% | $4,139-75.4% |
| Admin fee / account holder | $7,146 | $2,946+142.6% | $4,260+67.8% | $7,234-1.2% |