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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 | $19,070 | $46,596-59.1% | $64,099-70.2% | $75,181-74.6% |
| Participation rate | 20.9% | 65.9%-45.0pp | 72.3%-51.4pp | 67.2%-46.3pp |
| Annual return | 9.20% | 26.04%-16.8pp | 33.70%-24.5pp | 160.69%-151.5pp |
| Employer contribution / active EE | $497 | $1,975-74.9% | $2,748-81.9% | $2,671-81.4% |
| Participant deferral / active EE | $1,370 | $2,837-51.7% | $3,881-64.7% | $4,126-66.8% |
| Admin fee / account holder | $2,815 | $2,954-4.7% | $3,070-8.3% | $5,650-50.2% |