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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 | $8,856 | $57,140-84.5% | $85,240-89.6% | $80,959-89.1% |
| Participation rate | 48.1% | 56.4%-8.3pp | 67.5%-19.4pp | 67.7%-19.5pp |
| Annual return | 10.01% | 21.71%-11.7pp | 66.75%-56.7pp | 35.67%-25.7pp |
| Employer contribution / active EE | $2,410 | $1,802+33.8% | $2,735-11.9% | $2,757-12.6% |
| Participant deferral / active EE | $2,350 | $3,115-24.5% | $4,527-48.1% | $4,300-45.3% |
| Admin fee / account holder | $3,831 | $4,992-23.2% | $6,165-37.9% | $6,925-44.7% |