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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 | $25,531 | $36,140-29.4% | $73,658-65.3% | $64,340-60.3% |
| Participation rate | 11.7% | 31.0%-19.4pp | 57.0%-45.4pp | 55.2%-43.6pp |
| Annual return | 12.83% | 21.48%-8.7pp | 29.72%-16.9pp | 24.14%-11.3pp |
| Employer contribution / active EE | $219 | $443-50.7% | $1,032-78.8% | $1,862-88.3% |
| Participant deferral / active EE | $460 | $1,023-55.0% | $2,062-77.7% | $2,980-84.6% |
| Admin fee / account holder | $1,370 | $2,513-45.5% | $3,357-59.2% | $3,703-63.0% |