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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 | $4,211 | $36,948-88.6% | $73,658-94.3% | $87,485-95.2% |
| Participation rate | 27.6% | 46.8%-19.2pp | 57.0%-29.5pp | 68.9%-41.3pp |
| Annual return | 13.47% | 28.64%-15.2pp | 29.72%-16.3pp | 26.06%-12.6pp |
| Employer contribution / active EE | $329 | $670-50.9% | $1,032-68.2% | $2,596-87.3% |
| Participant deferral / active EE | $462 | $1,379-66.5% | $2,062-77.6% | $4,274-89.2% |
| Admin fee / account holder | $2,151 | $2,531-15.0% | $3,357-35.9% | $7,775-72.3% |