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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 | $16,329 | $25,014-34.7% | $69,632-76.5% | $80,959-79.8% |
| Participation rate | 36.8% | 64.2%-27.4pp | 66.4%-29.6pp | 67.7%-30.8pp |
| Annual return | 7.88% | 19.08%-11.2pp | 101.32%-93.4pp | 35.67%-27.8pp |
| Employer contribution / active EE | $921 | $991-7.1% | $1,708-46.1% | $2,757-66.6% |
| Participant deferral / active EE | $1,969 | $1,840+7.0% | $2,889-31.8% | $4,300-54.2% |
| Admin fee / account holder | $2,134 | $2,491-14.3% | $4,695-54.6% | $6,925-69.2% |