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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 | $14,405 | $77,634-81.4% | $156,551-90.8% | $62,891-77.1% |
| Participation rate | 51.0% | 71.2%-20.2pp | 84.0%-33.0pp | 69.3%-18.3pp |
| Annual return | 3.63% | 50.32%-46.7pp | 32.23%-28.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $383 | $3,444-88.9% | $5,501-93.0% | $2,281-83.2% |
| Participant deferral / active EE | $1,302 | $3,045-57.2% | $4,871-73.3% | $3,203-59.3% |
| Admin fee / account holder | $1,659 | $5,561-70.2% | $13,028-87.3% | $4,296-61.4% |