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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 | $13,659 | $58,057-76.5% | $97,032-85.9% | $86,983-84.3% |
| Participation rate | 60.3% | 60.4%0pp | 71.6%-11.2pp | 69.5%-9.2pp |
| Annual return | 7.80% | 22.26%-14.5pp | 35.38%-27.6pp | 25.83%-18.0pp |
| Employer contribution / active EE | $1,417 | $1,663-14.8% | $2,629-46.1% | $2,584-45.2% |
| Participant deferral / active EE | $3,528 | $3,244+8.8% | $4,672-24.5% | $4,194-15.9% |
| Admin fee / account holder | $1,760 | $4,839-63.6% | $9,418-81.3% | $7,856-77.6% |