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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 | $14,680 | $81,276-81.9% | $155,574-90.6% | $80,925-81.9% |
| Participation rate | 46.9% | 66.2%-19.4pp | 78.2%-31.3pp | 67.7%-20.8pp |
| Annual return | 8.69% | 33.36%-24.7pp | 64.87%-56.2pp | 35.65%-27.0pp |
| Employer contribution / active EE | $438 | $3,103-85.9% | $4,676-90.6% | $2,756-84.1% |
| Participant deferral / active EE | $1,043 | $3,453-69.8% | $5,629-81.5% | $4,299-75.7% |
| Admin fee / account holder | $2,623 | $7,993-67.2% | $15,914-83.5% | $6,940-62.2% |