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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 | $18,674 | $47,848-61.0% | $81,473-77.1% | $70,126-73.4% |
| Participation rate | 47.4% | 58.3%-10.8pp | 68.0%-20.5pp | 69.5%-22.1pp |
| Annual return | 12.42% | 27.25%-14.8pp | 38.78%-26.4pp | 73.15%-60.7pp |
| Employer contribution / active EE | $275 | $1,527-82.0% | $2,568-89.3% | $2,343-88.2% |
| Participant deferral / active EE | $738 | $2,453-69.9% | $3,537-79.1% | $3,332-77.9% |
| Admin fee / account holder | $644 | $3,145-79.5% | $4,561-85.9% | $4,645-86.1% |