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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 | $57,590-70.1% | $86,233-80.0% | $82,448-79.1% |
| Participation rate | 34.3% | 57.9%-23.6pp | 69.0%-34.7pp | 68.1%-33.8pp |
| Annual return | 4.89% | 22.41%-17.5pp | 61.39%-56.5pp | 41.64%-36.7pp |
| Employer contribution / active EE | $398 | $1,655-76.0% | $2,504-84.1% | $2,551-84.4% |
| Participant deferral / active EE | $910 | $3,080-70.4% | $4,559-80.0% | $4,139-78.0% |
| Admin fee / account holder | $393 | $4,730-91.7% | $8,342-95.3% | $7,234-94.6% |