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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 | $6,986 | $57,590-87.9% | $86,233-91.9% | $82,448-91.5% |
| Participation rate | 52.5% | 57.9%-5.3pp | 69.0%-16.5pp | 68.1%-15.5pp |
| Annual return | 13.49% | 22.41%-8.9pp | 61.39%-47.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,214 | $3,080-60.6% | $4,559-73.4% | $4,139-70.7% |
| Admin fee / account holder | $5,339 | $4,730+12.9% | $8,342-36.0% | $7,234-26.2% |