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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 | $19,129 | $52,279-63.4% | $89,435-78.6% | $79,856-76.0% |
| Participation rate | 45.2% | 57.5%-12.3pp | 68.0%-22.7pp | 69.6%-24.4pp |
| Annual return | 8.54% | 22.16%-13.6pp | 245.55%-237.0pp | 31.71%-23.2pp |
| Employer contribution / active EE | $353 | $1,572-77.5% | $2,587-86.4% | $2,471-85.7% |
| Participant deferral / active EE | $1,456 | $2,740-46.9% | $3,890-62.6% | $3,741-61.1% |
| Admin fee / account holder | $4,785 | $3,356+42.6% | $4,884-2.0% | $5,306-9.8% |