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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 | $19,778 | $48,364-59.1% | $71,796-72.5% | $62,881-68.5% |
| Participation rate | 30.6% | 60.6%-30.0pp | 69.1%-38.5pp | 69.3%-38.7pp |
| Annual return | 4.71% | 13.16%-8.5pp | 78.04%-73.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $181 | $1,042-82.6% | $1,924-90.6% | $2,281-92.0% |
| Participant deferral / active EE | $1,132 | $2,091-45.9% | $2,794-59.5% | $3,203-64.7% |
| Admin fee / account holder | $8,633 | $3,771+128.9% | $4,815+79.3% | $4,296+101.0% |