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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 | $81,233-81.1% | $155,567-90.1% | $80,874-81.0% |
| Participation rate | 33.8% | 66.2%-32.4pp | 78.2%-44.3pp | 67.6%-33.8pp |
| Annual return | 9.05% | 33.33%-24.3pp | 64.74%-55.7pp | 35.62%-26.6pp |
| Employer contribution / active EE | $457 | $3,101-85.3% | $4,674-90.2% | $2,756-83.4% |
| Participant deferral / active EE | $1,091 | $3,452-68.4% | $5,628-80.6% | $4,297-74.6% |
| Admin fee / account holder | $2,849 | $7,998-64.4% | $15,916-82.1% | $6,935-58.9% |