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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 | $16,335 | $52,580-68.9% | $71,671-77.2% | $70,126-76.7% |
| Participation rate | 43.1% | 60.9%-17.7pp | 68.7%-25.6pp | 69.5%-26.4pp |
| Annual return | 11.84% | 20.25%-8.4pp | 20.65%-8.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,048 | $1,616-35.2% | $2,460-57.4% | $2,343-55.3% |
| Participant deferral / active EE | $1,695 | $2,386-29.0% | $3,438-50.7% | $3,332-49.1% |
| Admin fee / account holder | $3,487 | $3,653-4.6% | $5,558-37.3% | $4,645-24.9% |