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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 | $15,474 | $47,848-67.7% | $81,473-81.0% | $70,124-77.9% |
| Participation rate | 48.3% | 58.3%-10.0pp | 68.0%-19.7pp | 69.5%-21.3pp |
| Annual return | 12.42% | 27.25%-14.8pp | 38.78%-26.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $618 | $1,527-59.5% | $2,568-75.9% | $2,342-73.6% |
| Participant deferral / active EE | $1,178 | $2,453-52.0% | $3,537-66.7% | $3,332-64.7% |
| Admin fee / account holder | $9,908 | $3,145+215.1% | $4,561+117.2% | $4,645+113.3% |