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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 | $11,866 | $81,276-85.4% | $155,574-92.4% | $80,925-85.3% |
| Participation rate | 48.8% | 66.2%-17.5pp | 78.2%-29.4pp | 67.7%-18.9pp |
| Annual return | 7.09% | 33.36%-26.3pp | 64.87%-57.8pp | 35.65%-28.6pp |
| Employer contribution / active EE | $684 | $3,103-77.9% | $4,676-85.4% | $2,756-75.2% |
| Participant deferral / active EE | $1,005 | $3,453-70.9% | $5,629-82.1% | $4,299-76.6% |
| Admin fee / account holder | $8,804 | $7,993+10.1% | $15,914-44.7% | $6,940+26.8% |