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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 | $22,426 | $46,599-51.9% | $64,101-65.0% | $75,173-70.2% |
| Participation rate | 17.6% | 65.9%-48.3pp | 72.3%-54.7pp | 67.2%-49.6pp |
| Annual return | 8.85% | 26.06%-17.2pp | 33.72%-24.9pp | 160.72%-151.9pp |
| Employer contribution / active EE | $388 | $1,975-80.4% | $2,749-85.9% | $2,671-85.5% |
| Participant deferral / active EE | $914 | $2,837-67.8% | $3,881-76.4% | $4,126-77.9% |
| Admin fee / account holder | $858 | $2,956-71.0% | $3,070-72.1% | $5,651-84.8% |