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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 | $11,056 | $57,061-80.6% | $85,063-87.0% | $80,911-86.3% |
| Participation rate | 46.2% | 56.3%-10.2pp | 67.5%-21.4pp | 67.6%-21.5pp |
| Annual return | 9.69% | 21.66%-12.0pp | 66.54%-56.8pp | 35.63%-25.9pp |
| Employer contribution / active EE | $1,088 | $1,799-39.5% | $2,727-60.1% | $2,756-60.5% |
| Participant deferral / active EE | $1,597 | $3,110-48.6% | $4,523-64.7% | $4,297-62.8% |
| Admin fee / account holder | $1,279 | $4,986-74.3% | $6,155-79.2% | $6,935-81.6% |