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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 | $12,621 | $25,723-50.9% | $69,182-81.8% | $55,167-77.1% |
| Participation rate | 21.1% | 39.4%-18.4pp | 55.1%-34.1pp | 69.0%-47.9pp |
| Annual return | 5.13% | 9.56%-4.4pp | -21.93%+27.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $366 | $480-23.8% | $1,206-69.7% | $1,963-81.3% |
| Participant deferral / active EE | $430 | $963-55.3% | $1,897-77.3% | $3,054-85.9% |
| Admin fee / account holder | $527 | $365+44.5% | $2,697-80.5% | $504+4.6% |