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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 | $17,495 | $37,156-52.9% | $83,854-79.1% | $86,983-79.9% |
| Participation rate | 11.3% | 49.1%-37.8pp | 59.1%-47.8pp | 69.5%-58.3pp |
| Annual return | 9.67% | 29.88%-20.2pp | 31.39%-21.7pp | 25.83%-16.2pp |
| Employer contribution / active EE | $213 | $661-67.7% | $1,017-79.0% | $2,584-91.8% |
| Participant deferral / active EE | $429 | $1,418-69.8% | $2,035-78.9% | $4,194-89.8% |
| Admin fee / account holder | $6,424 | $2,510+155.9% | $3,197+100.9% | $7,856-18.2% |