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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 | $20,750 | $57,119-63.7% | $85,187-75.6% | $80,935-74.4% |
| Participation rate | 25.0% | 56.4%-31.4pp | 67.5%-42.5pp | 67.7%-42.7pp |
| Annual return | 9.20% | 21.70%-12.5pp | 66.67%-57.5pp | 35.66%-26.5pp |
| Employer contribution / active EE | $466 | $1,802-74.1% | $2,732-83.0% | $2,757-83.1% |
| Participant deferral / active EE | $1,161 | $3,115-62.7% | $4,525-74.3% | $4,299-73.0% |
| Admin fee / account holder | $1,651 | $4,990-66.9% | $6,162-73.2% | $6,924-76.2% |