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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 | $16,372 | $52,580-68.9% | $71,671-77.2% | $70,126-76.7% |
| Participation rate | 48.1% | 60.9%-12.7pp | 68.7%-20.6pp | 69.5%-21.4pp |
| Annual return | 8.87% | 20.25%-11.4pp | 20.65%-11.8pp | 73.15%-64.3pp |
| Employer contribution / active EE | $317 | $1,616-80.4% | $2,460-87.1% | $2,343-86.4% |
| Participant deferral / active EE | $1,015 | $2,386-57.5% | $3,438-70.5% | $3,332-69.5% |
| Admin fee / account holder | $3,218 | $3,653-11.9% | $5,558-42.1% | $4,645-30.7% |