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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 | $10,448 | $78,690-86.7% | $161,489-93.5% | $87,485-88.1% |
| Participation rate | 51.6% | 67.5%-15.9pp | 78.7%-27.1pp | 68.9%-17.3pp |
| Annual return | 9.73% | 32.74%-23.0pp | 89.72%-80.0pp | 26.06%-16.3pp |
| Employer contribution / active EE | $1,423 | $2,588-45.0% | $4,268-66.7% | $2,596-45.2% |
| Participant deferral / active EE | $2,180 | $3,311-34.2% | $5,630-61.3% | $4,274-49.0% |
| Admin fee / account holder | $2,615 | $6,724-61.1% | $16,006-83.7% | $7,775-66.4% |