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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 | $21,279 | $43,730-51.3% | $66,674-68.1% | $64,097-66.8% |
| Participation rate | 30.9% | 50.7%-19.9pp | 73.7%-42.8pp | 55.2%-24.3pp |
| Annual return | 11.10% | 53.62%-42.5pp | 321.24%-310.1pp | 34.64%-23.5pp |
| Employer contribution / active EE | $223 | $1,673-86.7% | $2,620-91.5% | $1,891-88.2% |
| Participant deferral / active EE | $1,711 | $2,122-19.4% | $4,084-58.1% | $3,080-44.5% |
| Admin fee / account holder | $2,827 | $2,708+4.4% | $5,098-44.6% | $3,454-18.2% |