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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 | $19,325 | $75,541-74.4% | $152,093-87.3% | $82,637-76.6% |
| Participation rate | 20.4% | 66.5%-46.1pp | 77.8%-57.4pp | 68.1%-47.6pp |
| Annual return | 11.33% | 32.56%-21.2pp | 66.36%-55.0pp | 53.51%-42.2pp |
| Employer contribution / active EE | $499 | $2,622-81.0% | $4,175-88.1% | $2,552-80.5% |
| Participant deferral / active EE | $1,495 | $3,206-53.4% | $5,451-72.6% | $4,126-63.8% |
| Admin fee / account holder | $1,802 | $6,405-71.9% | $14,497-87.6% | $7,339-75.4% |