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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 | $15,464 | $46,534-66.8% | $64,097-75.9% | $75,177-79.4% |
| Participation rate | 47.3% | 65.9%-18.6pp | 72.3%-25.0pp | 67.2%-19.9pp |
| Annual return | 10.26% | 26.07%-15.8pp | 33.75%-23.5pp | 160.75%-150.5pp |
| Employer contribution / active EE | $747 | $1,976-62.2% | $2,750-72.8% | $2,671-72.0% |
| Participant deferral / active EE | $1,251 | $2,835-55.9% | $3,881-67.8% | $4,126-69.7% |
| Admin fee / account holder | $960 | $2,957-67.5% | $3,070-68.7% | $5,651-83.0% |