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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 | $19,216 | $52,580-63.5% | $71,671-73.2% | $70,126-72.6% |
| Participation rate | 24.6% | 60.9%-36.3pp | 68.7%-44.2pp | 69.5%-45.0pp |
| Annual return | 11.81% | 20.25%-8.4pp | 20.65%-8.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $618 | $1,616-61.8% | $2,460-74.9% | $2,343-73.6% |
| Participant deferral / active EE | $1,456 | $2,386-39.0% | $3,438-57.7% | $3,332-56.3% |
| Admin fee / account holder | $11,779 | $3,653+222.5% | $5,558+111.9% | $4,645+153.6% |