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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 | $13,313 | $45,050-70.4% | $63,018-78.9% | $70,126-81.0% |
| Participation rate | 52.5% | 69.5%-17.0pp | 74.8%-22.3pp | 69.5%-17.0pp |
| Annual return | 7.44% | 18.76%-11.3pp | 87.62%-80.2pp | 73.15%-65.7pp |
| Employer contribution / active EE | $582 | $2,052-71.6% | $2,761-78.9% | $2,343-75.2% |
| Participant deferral / active EE | $1,537 | $2,466-37.7% | $3,330-53.8% | $3,332-53.9% |
| Admin fee / account holder | $1,516 | $2,834-46.5% | $3,601-57.9% | $4,645-67.4% |