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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 | $15,573 | $77,908-80.0% | $149,696-89.6% | $75,173-79.3% |
| Participation rate | 48.7% | 65.6%-16.9pp | 78.8%-30.1pp | 67.2%-18.5pp |
| Annual return | 6.36% | 31.73%-25.4pp | 134.46%-128.1pp | 160.72%-154.4pp |
| Employer contribution / active EE | $972 | $3,138-69.0% | $4,821-79.8% | $2,671-63.6% |
| Participant deferral / active EE | $1,694 | $3,411-50.3% | $5,682-70.2% | $4,126-58.9% |
| Admin fee / account holder | $7,638 | $5,950+28.4% | $13,212-42.2% | $5,651+35.2% |