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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 | $20,693 | $23,330-11.3% | $64,489-67.9% | $82,448-74.9% |
| Participation rate | 27.8% | 68.3%-40.4pp | 67.7%-39.8pp | 68.1%-40.2pp |
| Annual return | 13.75% | 83.66%-69.9pp | 55.03%-41.3pp | 41.64%-27.9pp |
| Employer contribution / active EE | $247 | $824-70.0% | $1,523-83.8% | $2,551-90.3% |
| Participant deferral / active EE | $853 | $1,707-50.0% | $2,778-69.3% | $4,139-79.4% |
| Admin fee / account holder | $8,709 | $2,946+195.7% | $4,260+104.4% | $7,234+20.4% |