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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 | $77,814-82.1% | $158,223-91.2% | $86,983-84.0% |
| Participation rate | 53.7% | 68.4%-14.7pp | 79.2%-25.5pp | 69.5%-15.8pp |
| Annual return | 11.74% | 30.54%-18.8pp | 52.09%-40.3pp | 25.83%-14.1pp |
| Employer contribution / active EE | $963 | $2,592-62.8% | $4,109-76.6% | $2,584-62.7% |
| Participant deferral / active EE | $1,109 | $3,270-66.1% | $5,467-79.7% | $4,194-73.6% |
| Admin fee / account holder | $702 | $5,879-88.1% | $16,047-95.6% | $7,856-91.1% |