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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 | $15,460 | $58,888-73.7% | $178,499-91.3% | $73,493-79.0% |
| Participation rate | 53.6% | 66.2%-12.6pp | 81.9%-28.3pp | 70.7%-17.0pp |
| Annual return | 7.39% | 24.86%-17.5pp | 151.10%-143.7pp | 28.51%-21.1pp |
| Employer contribution / active EE | $1,073 | $2,236-52.0% | $5,011-78.6% | $2,270-52.7% |
| Participant deferral / active EE | $1,610 | $2,568-37.3% | $5,202-69.0% | $3,740-56.9% |
| Admin fee / account holder | $1,523 | $400+280.5% | $13,986-89.1% | $513+196.9% |