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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 | $28,154 | $48,050-41.4% | $96,754-70.9% | $64,340-56.2% |
| Participation rate | 26.5% | 40.6%-14.1pp | 70.3%-43.8pp | 55.2%-28.8pp |
| Annual return | 10.67% | 23.41%-12.7pp | 82.04%-71.4pp | 24.14%-13.5pp |
| Employer contribution / active EE | $423 | $1,204-64.9% | $2,679-84.2% | $1,862-77.3% |
| Participant deferral / active EE | $473 | $2,191-78.4% | $4,758-90.1% | $2,980-84.1% |
| Admin fee / account holder | $375 | $3,741-90.0% | $8,905-95.8% | $3,703-89.9% |