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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 | $21,769 | $49,976-56.4% | $66,674-67.4% | $82,637-73.7% |
| Participation rate | 42.6% | 63.1%-20.5pp | 73.7%-31.1pp | 68.1%-25.4pp |
| Annual return | 13.40% | 39.09%-25.7pp | 321.24%-307.8pp | 53.51%-40.1pp |
| Employer contribution / active EE | $557 | $1,988-72.0% | $2,620-78.7% | $2,552-78.2% |
| Participant deferral / active EE | $1,393 | $2,847-51.1% | $4,084-65.9% | $4,126-66.3% |
| Admin fee / account holder | $341 | $4,594-92.6% | $5,098-93.3% | $7,339-95.3% |