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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 | $20,337 | $71,057-71.4% | $93,654-78.3% | $80,874-74.9% |
| Participation rate | 57.9% | 60.4%-2.5pp | 68.7%-10.8pp | 67.6%-9.8pp |
| Annual return | 9.44% | 11.26%-1.8pp | 133.34%-123.9pp | 35.62%-26.2pp |
| Employer contribution / active EE | $632 | $1,564-59.6% | $2,421-73.9% | $2,756-77.1% |
| Participant deferral / active EE | $1,795 | $4,034-55.5% | $4,413-59.3% | $4,297-58.2% |
| Admin fee / account holder | $428 | $6,944-93.8% | $8,282-94.8% | $6,935-93.8% |