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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 | $8,904 | $76,407-88.3% | $150,298-94.1% | $82,448-89.2% |
| Participation rate | 46.5% | 66.4%-19.9pp | 77.8%-31.2pp | 68.1%-21.6pp |
| Annual return | 11.20% | 39.99%-28.8pp | 62.79%-51.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $909 | $2,614-65.2% | $4,154-78.1% | $2,551-64.4% |
| Participant deferral / active EE | $1,681 | $3,214-47.7% | $5,453-69.2% | $4,139-59.4% |
| Admin fee / account holder | $1,228 | $6,352-80.7% | $14,116-91.3% | $7,234-83.0% |