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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 | $16,234 | $36,948-56.1% | $73,658-78.0% | $87,485-81.4% |
| Participation rate | 16.7% | 46.8%-30.2pp | 57.0%-40.4pp | 68.9%-52.3pp |
| Annual return | 13.80% | 28.64%-14.8pp | 29.72%-15.9pp | 26.06%-12.3pp |
| Employer contribution / active EE | $205 | $670-69.4% | $1,032-80.1% | $2,596-92.1% |
| Participant deferral / active EE | $417 | $1,379-69.8% | $2,062-79.8% | $4,274-90.2% |
| Admin fee / account holder | $345 | $2,531-86.4% | $3,357-89.7% | $7,775-95.6% |