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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 | $16,854 | $52,580-67.9% | $71,671-76.5% | $70,126-76.0% |
| Participation rate | 31.9% | 60.9%-29.0pp | 68.7%-36.9pp | 69.5%-37.7pp |
| Annual return | 9.26% | 20.25%-11.0pp | 20.65%-11.4pp | 73.15%-63.9pp |
| Employer contribution / active EE | $411 | $1,616-74.6% | $2,460-83.3% | $2,343-82.4% |
| Participant deferral / active EE | $909 | $2,386-61.9% | $3,438-73.6% | $3,332-72.7% |
| Admin fee / account holder | $885 | $3,653-75.8% | $5,558-84.1% | $4,645-80.9% |