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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 | $14,649 | $56,060-73.9% | $76,002-80.7% | $80,874-81.9% |
| Participation rate | 17.1% | 62.0%-44.9pp | 69.1%-51.9pp | 67.6%-50.5pp |
| Annual return | 4.98% | 20.54%-15.6pp | 360.07%-355.1pp | 35.62%-30.6pp |
| Employer contribution / active EE | $465 | $1,873-75.2% | $2,688-82.7% | $2,756-83.1% |
| Participant deferral / active EE | $1,305 | $3,051-57.2% | $4,257-69.3% | $4,297-69.6% |
| Admin fee / account holder | $1,621 | $5,237-69.0% | $6,414-74.7% | $6,935-76.6% |