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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 | $15,334 | $81,276-81.1% | $155,574-90.1% | $80,925-81.1% |
| Participation rate | 33.8% | 66.2%-32.4pp | 78.2%-44.4pp | 67.7%-33.8pp |
| Annual return | 9.05% | 33.36%-24.3pp | 64.87%-55.8pp | 35.65%-26.6pp |
| Employer contribution / active EE | $457 | $3,103-85.3% | $4,676-90.2% | $2,756-83.4% |
| Participant deferral / active EE | $1,091 | $3,453-68.4% | $5,629-80.6% | $4,299-74.6% |
| Admin fee / account holder | $2,849 | $7,993-64.4% | $15,914-82.1% | $6,940-58.9% |