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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 | $22,720 | $107,666-78.9% | $102,184-77.8% | $154,746-85.3% |
| Participation rate | 52.6% | 83.7%-31.1pp | 82.6%-30.0pp | 80.7%-28.1pp |
| Annual return | 11.37% | 29.33%-18.0pp | 31.58%-20.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $543 | $3,846-85.9% | $3,594-84.9% | $4,379-87.6% |
| Participant deferral / active EE | $6,783 | $8,719-22.2% | $8,309-18.4% | $6,730+0.8% |
| Admin fee / account holder | $827 | $12,943-93.6% | $11,609-92.9% | $14,365-94.2% |