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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 | $13,934 | $76,407-81.8% | $150,298-90.7% | $82,448-83.1% |
| Participation rate | 53.7% | 66.4%-12.7pp | 77.8%-24.1pp | 68.1%-14.4pp |
| Annual return | 11.74% | 39.99%-28.3pp | 62.79%-51.0pp | 41.64%-29.9pp |
| Employer contribution / active EE | $963 | $2,614-63.2% | $4,154-76.8% | $2,551-62.2% |
| Participant deferral / active EE | $1,109 | $3,214-65.5% | $5,453-79.7% | $4,139-73.2% |
| Admin fee / account holder | $702 | $6,352-88.9% | $14,116-95.0% | $7,234-90.3% |