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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 | $20,116 | $46,596-56.8% | $64,099-68.6% | $75,181-73.2% |
| Participation rate | 52.3% | 65.9%-13.7pp | 72.3%-20.0pp | 67.2%-14.9pp |
| Annual return | 8.98% | 26.04%-17.1pp | 33.70%-24.7pp | 160.69%-151.7pp |
| Employer contribution / active EE | $628 | $1,975-68.2% | $2,748-77.1% | $2,671-76.5% |
| Participant deferral / active EE | $846 | $2,837-70.2% | $3,881-78.2% | $4,126-79.5% |
| Admin fee / account holder | $1,856 | $2,954-37.2% | $3,070-39.5% | $5,650-67.1% |