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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 | $14,201 | $76,407-81.4% | $150,298-90.6% | $82,448-82.8% |
| Participation rate | 62.9% | 66.4%-3.5pp | 77.8%-14.9pp | 68.1%-5.2pp |
| Annual return | 11.82% | 39.99%-28.2pp | 62.79%-51.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $503 | $2,614-80.8% | $4,154-87.9% | $2,551-80.3% |
| Participant deferral / active EE | $1,277 | $3,214-60.3% | $5,453-76.6% | $4,139-69.2% |
| Admin fee / account holder | $2,948 | $6,352-53.6% | $14,116-79.1% | $7,234-59.2% |