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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 | $16,676 | $57,541-71.0% | $95,759-82.6% | $75,177-77.8% |
| Participation rate | 51.0% | 62.5%-11.5pp | 72.3%-21.2pp | 67.2%-16.2pp |
| Annual return | 12.62% | 34.93%-22.3pp | 28.42%-15.8pp | 160.75%-148.1pp |
| Employer contribution / active EE | $493 | $1,808-72.7% | $2,836-82.6% | $2,671-81.5% |
| Participant deferral / active EE | $1,144 | $3,074-62.8% | $4,244-73.0% | $4,126-72.3% |
| Admin fee / account holder | $2,867 | $4,099-30.1% | $5,678-49.5% | $5,651-49.3% |