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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 | $58,848-70.7% | $88,179-80.4% | $82,637-79.1% |
| Participation rate | 34.3% | 57.9%-23.6pp | 69.1%-34.9pp | 68.1%-33.8pp |
| Annual return | 4.89% | 22.76%-17.9pp | 64.97%-60.1pp | 53.51%-48.6pp |
| Employer contribution / active EE | $398 | $1,678-76.3% | $2,549-84.4% | $2,552-84.4% |
| Participant deferral / active EE | $910 | $3,124-70.9% | $4,614-80.3% | $4,126-77.9% |
| Admin fee / account holder | $393 | $4,795-91.8% | $7,673-94.9% | $7,339-94.6% |