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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 | $11,686 | $46,596-74.9% | $64,099-81.8% | $75,181-84.5% |
| Participation rate | 45.9% | 65.9%-20.0pp | 72.3%-26.4pp | 67.2%-21.3pp |
| Annual return | 6.25% | 26.04%-19.8pp | 33.70%-27.4pp | 160.69%-154.4pp |
| Employer contribution / active EE | $529 | $1,975-73.2% | $2,748-80.7% | $2,671-80.2% |
| Participant deferral / active EE | $1,609 | $2,837-43.3% | $3,881-58.5% | $4,126-61.0% |
| Admin fee / account holder | $3,220 | $2,954+9.0% | $3,070+4.9% | $5,650-43.0% |