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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 | $10,915 | $76,407-85.7% | $150,298-92.7% | $82,448-86.8% |
| Participation rate | 31.0% | 66.4%-35.4pp | 77.8%-46.7pp | 68.1%-37.0pp |
| Annual return | 10.89% | 39.99%-29.1pp | 62.79%-51.9pp | 41.64%-30.8pp |
| Employer contribution / active EE | $419 | $2,614-84.0% | $4,154-89.9% | $2,551-83.6% |
| Participant deferral / active EE | $1,131 | $3,214-64.8% | $5,453-79.3% | $4,139-72.7% |
| Admin fee / account holder | $7,324 | $6,352+15.3% | $14,116-48.1% | $7,234+1.2% |