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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 | $75,541-85.6% | $152,093-92.8% | $82,637-86.8% |
| Participation rate | 31.0% | 66.5%-35.5pp | 77.8%-46.7pp | 68.1%-37.0pp |
| Annual return | 10.89% | 32.56%-21.7pp | 66.36%-55.5pp | 53.51%-42.6pp |
| Employer contribution / active EE | $419 | $2,622-84.0% | $4,175-90.0% | $2,552-83.6% |
| Participant deferral / active EE | $1,131 | $3,206-64.7% | $5,451-79.3% | $4,126-72.6% |
| Admin fee / account holder | $7,324 | $6,405+14.4% | $14,497-49.5% | $7,339-0.2% |