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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 | $18,724 | $44,746-58.2% | $88,179-78.8% | $64,097-70.8% |
| Participation rate | 13.6% | 39.8%-26.2pp | 69.1%-55.6pp | 55.2%-41.6pp |
| Annual return | 13.54% | 24.70%-11.2pp | 64.97%-51.4pp | 34.64%-21.1pp |
| Employer contribution / active EE | $233 | $1,078-78.4% | $2,549-90.9% | $1,891-87.7% |
| Participant deferral / active EE | $734 | $2,072-64.6% | $4,614-84.1% | $3,080-76.2% |
| Admin fee / account holder | $3,522 | $3,437+2.5% | $7,673-54.1% | $3,454+1.9% |