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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 | $17,003 | $47,848-64.5% | $81,473-79.1% | $70,126-75.8% |
| Participation rate | 42.1% | 58.3%-16.2pp | 68.0%-25.9pp | 69.5%-27.4pp |
| Annual return | 9.88% | 27.25%-17.4pp | 38.78%-28.9pp | 73.15%-63.3pp |
| Employer contribution / active EE | $913 | $1,527-40.2% | $2,568-64.5% | $2,343-61.0% |
| Participant deferral / active EE | $1,364 | $2,453-44.4% | $3,537-61.4% | $3,332-59.0% |
| Admin fee / account holder | $7,949 | $3,145+152.8% | $4,561+74.3% | $4,645+71.1% |