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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 | $12,460 | $57,590-78.4% | $86,233-85.6% | $82,448-84.9% |
| Participation rate | 33.3% | 57.9%-24.5pp | 69.0%-35.7pp | 68.1%-34.7pp |
| Annual return | 11.90% | 22.41%-10.5pp | 61.39%-49.5pp | 41.64%-29.7pp |
| Employer contribution / active EE | $682 | $1,655-58.8% | $2,504-72.8% | $2,551-73.3% |
| Participant deferral / active EE | $940 | $3,080-69.5% | $4,559-79.4% | $4,139-77.3% |
| Admin fee / account holder | $12,557 | $4,730+165.5% | $8,342+50.5% | $7,234+73.6% |