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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 | $55,902-73.8% | $76,030-80.7% | $80,959-81.9% |
| Participation rate | 17.1% | 62.1%-44.9pp | 69.1%-51.9pp | 67.7%-50.5pp |
| Annual return | 4.98% | 20.59%-15.6pp | 361.54%-356.6pp | 35.67%-30.7pp |
| Employer contribution / active EE | $465 | $1,867-75.1% | $2,688-82.7% | $2,757-83.2% |
| Participant deferral / active EE | $1,305 | $3,051-57.2% | $4,257-69.3% | $4,300-69.6% |
| Admin fee / account holder | $1,621 | $5,239-69.1% | $6,421-74.7% | $6,925-76.6% |