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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 | $12,038 | $81,331-85.2% | $155,534-92.3% | $80,935-85.1% |
| Participation rate | 61.5% | 66.3%-4.7pp | 78.2%-16.7pp | 67.7%-6.1pp |
| Annual return | 10.28% | 33.37%-23.1pp | 64.92%-54.6pp | 35.66%-25.4pp |
| Employer contribution / active EE | $907 | $3,105-70.8% | $4,675-80.6% | $2,757-67.1% |
| Participant deferral / active EE | $3,279 | $3,454-5.1% | $5,630-41.8% | $4,299-23.7% |
| Admin fee / account holder | $4,784 | $7,999-40.2% | $15,900-69.9% | $6,924-30.9% |