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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 | $12,325 | $76,407-83.9% | $150,298-91.8% | $82,448-85.1% |
| Participation rate | 60.0% | 66.4%-6.4pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 10.03% | 39.99%-30.0pp | 62.79%-52.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,047 | $2,614-60.0% | $4,154-74.8% | $2,551-59.0% |
| Participant deferral / active EE | $1,654 | $3,214-48.5% | $5,453-69.7% | $4,139-60.0% |
| Admin fee / account holder | $10,839 | $6,352+70.6% | $14,116-23.2% | $7,234+49.8% |