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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 | $16,302 | $84,233-80.6% | $170,436-90.4% | $70,131-76.8% |
| Participation rate | 42.3% | 70.8%-28.5pp | 83.6%-41.3pp | 69.5%-27.2pp |
| Annual return | 11.21% | 23.06%-11.9pp | 205.94%-194.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $513 | $3,387-84.9% | $5,433-90.6% | $2,342-78.1% |
| Participant deferral / active EE | $1,131 | $3,086-63.4% | $4,939-77.1% | $3,332-66.1% |
| Admin fee / account holder | $4,352 | $5,698-23.6% | $13,880-68.6% | $4,645-6.3% |