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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% | $69,701-76.6% | $80,874-79.8% |
| Participation rate | 36.8% | 64.2%-27.4pp | 66.4%-29.6pp | 67.6%-30.8pp |
| Annual return | 7.88% | 19.07%-11.2pp | 100.32%-92.4pp | 35.62%-27.7pp |
| Employer contribution / active EE | $921 | $993-7.3% | $1,713-46.3% | $2,756-66.6% |
| Participant deferral / active EE | $1,969 | $1,839+7.1% | $2,887-31.8% | $4,297-54.2% |
| Admin fee / account holder | $2,134 | $2,488-14.2% | $4,717-54.8% | $6,935-69.2% |