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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 | $11,397 | $22,602-49.6% | $65,566-82.6% | $75,173-84.8% |
| Participation rate | 44.8% | 63.1%-18.2pp | 64.9%-20.1pp | 67.2%-22.4pp |
| Annual return | 11.35% | 71.13%-59.8pp | 47.40%-36.1pp | 160.72%-149.4pp |
| Employer contribution / active EE | $678 | $941-28.0% | $1,692-60.0% | $2,671-74.6% |
| Participant deferral / active EE | $1,398 | $1,695-17.5% | $2,832-50.6% | $4,126-66.1% |
| Admin fee / account holder | $2,603 | $1,877+38.7% | $4,114-36.7% | $5,651-53.9% |