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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 | $24,494 | $36,948-33.7% | $73,658-66.7% | $87,485-72.0% |
| Participation rate | 10.7% | 46.8%-36.1pp | 57.0%-46.3pp | 68.9%-58.2pp |
| Annual return | 10.63% | 28.64%-18.0pp | 29.72%-19.1pp | 26.06%-15.4pp |
| Employer contribution / active EE | $492 | $670-26.6% | $1,032-52.3% | $2,596-81.1% |
| Participant deferral / active EE | $1,523 | $1,379+10.5% | $2,062-26.1% | $4,274-64.4% |
| Admin fee / account holder | $7,771 | $2,531+207.1% | $3,357+131.5% | $7,775-0.1% |