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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 | $19,901 | $44,746-55.5% | $88,179-77.4% | $64,097-69.0% |
| Participation rate | 23.7% | 39.8%-16.1pp | 69.1%-45.5pp | 55.2%-31.5pp |
| Annual return | 12.49% | 24.70%-12.2pp | 64.97%-52.5pp | 34.64%-22.2pp |
| Employer contribution / active EE | $271 | $1,078-74.8% | $2,549-89.4% | $1,891-85.6% |
| Participant deferral / active EE | $799 | $2,072-61.4% | $4,614-82.7% | $3,080-74.0% |
| Admin fee / account holder | $7,105 | $3,437+106.7% | $7,673-7.4% | $3,454+105.7% |