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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 | $14,501 | $84,236-82.8% | $170,435-91.5% | $70,126-79.3% |
| Participation rate | 47.3% | 70.8%-23.6pp | 83.6%-36.3pp | 69.5%-22.3pp |
| Annual return | 12.14% | 23.06%-10.9pp | 205.94%-193.8pp | 73.15%-61.0pp |
| Employer contribution / active EE | $932 | $3,387-72.5% | $5,432-82.8% | $2,343-60.2% |
| Participant deferral / active EE | $1,724 | $3,086-44.1% | $4,939-65.1% | $3,332-48.3% |
| Admin fee / account holder | $1,170 | $5,698-79.5% | $13,881-91.6% | $4,645-74.8% |