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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 | $15,663 | $86,050-81.8% | $189,758-91.7% | $94,015-83.3% |
| Participation rate | 54.0% | 68.9%-14.9pp | 79.8%-25.8pp | 70.8%-16.9pp |
| Annual return | 10.73% | 17.77%-7.0pp | 52.62%-41.9pp | 17.84%-7.1pp |
| Employer contribution / active EE | $800 | $2,819-71.6% | $4,767-83.2% | $2,790-71.3% |
| Participant deferral / active EE | $1,477 | $3,349-55.9% | $5,856-74.8% | $4,249-65.2% |
| Admin fee / account holder | $947 | $6,627-85.7% | $20,388-95.4% | $8,951-89.4% |