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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 | $16,770 | $84,236-80.1% | $170,435-90.2% | $70,126-76.1% |
| Participation rate | 45.1% | 70.8%-25.7pp | 83.6%-38.5pp | 69.5%-24.4pp |
| Annual return | 7.51% | 23.06%-15.6pp | 205.94%-198.4pp | 73.15%-65.6pp |
| Employer contribution / active EE | $693 | $3,387-79.5% | $5,432-87.2% | $2,343-70.4% |
| Participant deferral / active EE | $1,086 | $3,086-64.8% | $4,939-78.0% | $3,332-67.4% |
| Admin fee / account holder | $863 | $5,698-84.9% | $13,881-93.8% | $4,645-81.4% |