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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 | $19,528 | $57,590-66.1% | $86,233-77.4% | $82,448-76.3% |
| Participation rate | 39.5% | 57.9%-18.3pp | 69.0%-29.5pp | 68.1%-28.5pp |
| Annual return | 11.11% | 22.41%-11.3pp | 61.39%-50.3pp | 41.64%-30.5pp |
| Employer contribution / active EE | $423 | $1,655-74.5% | $2,504-83.1% | $2,551-83.4% |
| Participant deferral / active EE | $988 | $3,080-67.9% | $4,559-78.3% | $4,139-76.1% |
| Admin fee / account holder | $1,910 | $4,730-59.6% | $8,342-77.1% | $7,234-73.6% |