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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 | $21,671 | $73,787-70.6% | $98,716-78.0% | $82,448-73.7% |
| Participation rate | 14.0% | 61.4%-47.4pp | 69.3%-55.3pp | 68.1%-54.0pp |
| Annual return | 11.79% | 18.57%-6.8pp | 31.81%-20.0pp | 41.64%-29.9pp |
| Employer contribution / active EE | $371 | $1,511-75.4% | $2,279-83.7% | $2,551-85.4% |
| Participant deferral / active EE | $1,431 | $3,081-53.6% | $4,048-64.7% | $4,139-65.4% |
| Admin fee / account holder | $13,984 | $6,500+115.1% | $8,703+60.7% | $7,234+93.3% |