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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 | $18,237 | $36,948-50.6% | $73,658-75.2% | $87,485-79.2% |
| Participation rate | 31.3% | 46.8%-15.6pp | 57.0%-25.8pp | 68.9%-37.7pp |
| Annual return | 13.18% | 28.64%-15.5pp | 29.72%-16.5pp | 26.06%-12.9pp |
| Employer contribution / active EE | $466 | $670-30.5% | $1,032-54.9% | $2,596-82.1% |
| Participant deferral / active EE | $565 | $1,379-59.1% | $2,062-72.6% | $4,274-86.8% |
| Admin fee / account holder | $536 | $2,531-78.8% | $3,357-84.0% | $7,775-93.1% |