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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 | $16,593 | $56,054-70.4% | $171,082-90.3% | $62,881-73.6% |
| Participation rate | 58.8% | 62.9%-4.1pp | 76.7%-17.9pp | 69.3%-10.5pp |
| Annual return | 5.11% | 22.52%-17.4pp | 32.56%-27.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $306 | $1,731-82.3% | $4,002-92.4% | $2,281-86.6% |
| Participant deferral / active EE | $2,114 | $3,158-33.1% | $4,797-55.9% | $3,203-34.0% |
| Admin fee / account holder | $952 | $3,647-73.9% | $8,520-88.8% | $4,296-77.8% |