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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 | $17,247 | $58,057-70.3% | $97,032-82.2% | $86,983-80.2% |
| Participation rate | 34.3% | 60.4%-26.1pp | 71.6%-37.3pp | 69.5%-35.3pp |
| Annual return | 4.89% | 22.26%-17.4pp | 35.38%-30.5pp | 25.83%-20.9pp |
| Employer contribution / active EE | $398 | $1,663-76.1% | $2,629-84.9% | $2,584-84.6% |
| Participant deferral / active EE | $910 | $3,244-71.9% | $4,672-80.5% | $4,194-78.3% |
| Admin fee / account holder | $393 | $4,839-91.9% | $9,418-95.8% | $7,856-95.0% |