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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 | $17,626 | $77,638-77.3% | $156,551-88.7% | $62,881-72.0% |
| Participation rate | 37.9% | 71.2%-33.3pp | 84.0%-46.1pp | 69.3%-31.4pp |
| Annual return | 4.20% | 50.33%-46.1pp | 32.23%-28.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,333 | $3,444-61.3% | $5,501-75.8% | $2,281-41.6% |
| Participant deferral / active EE | $1,709 | $3,046-43.9% | $4,871-64.9% | $3,203-46.6% |
| Admin fee / account holder | $716 | $5,561-87.1% | $13,028-94.5% | $4,296-83.3% |