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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 | $12,184 | $45,087-73.0% | $69,483-82.5% | $72,976-83.3% |
| Participation rate | 31.1% | 68.5%-37.4pp | 74.6%-43.5pp | 69.5%-38.4pp |
| Annual return | 1.74% | 22.67%-20.9pp | 28.99%-27.2pp | 81.02%-79.3pp |
| Employer contribution / active EE | $687 | $2,055-66.6% | $2,780-75.3% | $2,440-71.8% |
| Participant deferral / active EE | $1,747 | $2,603-32.9% | $3,537-50.6% | $3,608-51.6% |
| Admin fee / account holder | $4,514 | $3,057+47.7% | $3,841+17.5% | $5,124-11.9% |