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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 | $12,845 | $43,075-70.2% | $74,577-82.8% | $62,881-79.6% |
| Participation rate | 46.9% | 58.1%-11.2pp | 68.1%-21.2pp | 69.3%-22.4pp |
| Annual return | 3.26% | 17.50%-14.2pp | 20.47%-17.2pp | 20.14%-16.9pp |
| Employer contribution / active EE | $926 | $1,498-38.2% | $2,525-63.3% | $2,281-59.4% |
| Participant deferral / active EE | $2,128 | $2,389-10.9% | $3,458-38.5% | $3,203-33.6% |
| Admin fee / account holder | $11,689 | $2,840+311.6% | $4,138+182.5% | $4,296+172.1% |