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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 | $16,536 | $59,839-72.4% | $81,991-79.8% | $79,852-79.3% |
| Participation rate | 15.4% | 61.6%-46.2pp | 69.3%-53.9pp | 69.6%-54.3pp |
| Annual return | 8.99% | 17.56%-8.6pp | 41.31%-32.3pp | 31.72%-22.7pp |
| Employer contribution / active EE | $424 | $1,713-75.2% | $2,498-83.0% | $2,471-82.8% |
| Participant deferral / active EE | $981 | $2,695-63.6% | $3,722-73.7% | $3,740-73.8% |
| Admin fee / account holder | $4,020 | $4,287-6.2% | $5,665-29.0% | $5,306-24.2% |