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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 | $21,869 | $46,877-53.3% | $122,354-82.1% | $70,126-68.8% |
| Participation rate | 47.6% | 58.2%-10.6pp | 71.6%-24.0pp | 69.5%-21.9pp |
| Annual return | 11.79% | 24.22%-12.4pp | 30.28%-18.5pp | 73.15%-61.4pp |
| Employer contribution / active EE | $476 | $1,288-63.0% | $4,051-88.2% | $2,343-79.7% |
| Participant deferral / active EE | $1,339 | $2,167-38.2% | $3,287-59.3% | $3,332-59.8% |
| Admin fee / account holder | $1,484 | $3,324-55.4% | $5,479-72.9% | $4,645-68.1% |