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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 | $19,621 | $48,011-59.1% | $63,803-69.2% | $82,637-76.3% |
| Participation rate | 57.4% | 66.6%-9.2pp | 72.7%-15.3pp | 68.1%-10.6pp |
| Annual return | 10.45% | 19.84%-9.4pp | 543.72%-533.3pp | 53.51%-43.1pp |
| Employer contribution / active EE | $479 | $1,904-74.8% | $2,532-81.1% | $2,552-81.2% |
| Participant deferral / active EE | $2,067 | $2,846-27.4% | $3,843-46.2% | $4,126-49.9% |
| Admin fee / account holder | $4,089 | $3,873+5.6% | $5,196-21.3% | $7,339-44.3% |