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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 | $78,690-80.1% | $161,489-90.3% | $87,485-82.1% |
| Participation rate | 54.0% | 67.5%-13.5pp | 78.7%-24.7pp | 68.9%-15.0pp |
| Annual return | 10.73% | 32.74%-22.0pp | 89.72%-79.0pp | 26.06%-15.3pp |
| Employer contribution / active EE | $800 | $2,588-69.1% | $4,268-81.2% | $2,596-69.2% |
| Participant deferral / active EE | $1,477 | $3,311-55.4% | $5,630-73.8% | $4,274-65.4% |
| Admin fee / account holder | $947 | $6,724-85.9% | $16,006-94.1% | $7,775-87.8% |