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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 | $15,203 | $23,330-34.8% | $64,489-76.4% | $82,448-81.6% |
| Participation rate | 61.8% | 68.3%-6.5pp | 67.7%-5.9pp | 68.1%-6.3pp |
| Annual return | 14.16% | 83.66%-69.5pp | 55.03%-40.9pp | 41.64%-27.5pp |
| Employer contribution / active EE | $388 | $824-53.0% | $1,523-74.6% | $2,551-84.8% |
| Participant deferral / active EE | $1,550 | $1,707-9.2% | $2,778-44.2% | $4,139-62.6% |
| Admin fee / account holder | $2,014 | $2,946-31.6% | $4,260-52.7% | $7,234-72.2% |