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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 | $13,001 | $78,690-83.5% | $161,489-91.9% | $87,485-85.1% |
| Participation rate | 52.0% | 67.5%-15.5pp | 78.7%-26.7pp | 68.9%-16.9pp |
| Annual return | 12.26% | 32.74%-20.5pp | 89.72%-77.5pp | 26.06%-13.8pp |
| Employer contribution / active EE | $532 | $2,588-79.4% | $4,268-87.5% | $2,596-79.5% |
| Participant deferral / active EE | $2,975 | $3,311-10.1% | $5,630-47.2% | $4,274-30.4% |
| Admin fee / account holder | $5,203 | $6,724-22.6% | $16,006-67.5% | $7,775-33.1% |