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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 | $18,275 | $54,757-66.6% | $90,304-79.8% | $72,975-75.0% |
| Participation rate | 22.4% | 65.2%-42.7pp | 73.3%-50.8pp | 69.5%-47.0pp |
| Annual return | 6.00% | 30.63%-24.6pp | 78.13%-72.1pp | 81.01%-75.0pp |
| Employer contribution / active EE | $228 | $2,093-89.1% | $2,855-92.0% | $2,440-90.7% |
| Participant deferral / active EE | $1,058 | $2,887-63.4% | $3,885-72.8% | $3,608-70.7% |
| Admin fee / account holder | $2,518 | $3,973-36.6% | $5,354-53.0% | $5,124-50.9% |