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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 | $23,196 | $57,590-59.7% | $86,233-73.1% | $82,448-71.9% |
| Participation rate | 15.2% | 57.9%-42.7pp | 69.0%-53.9pp | 68.1%-52.9pp |
| Annual return | 8.61% | 22.41%-13.8pp | 61.39%-52.8pp | 41.64%-33.0pp |
| Employer contribution / active EE | $641 | $1,655-61.3% | $2,504-74.4% | $2,551-74.9% |
| Participant deferral / active EE | $962 | $3,080-68.7% | $4,559-78.9% | $4,139-76.7% |
| Admin fee / account holder | $2,877 | $4,730-39.2% | $8,342-65.5% | $7,234-60.2% |