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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 | $13,847 | $81,276-83.0% | $155,574-91.1% | $80,925-82.9% |
| Participation rate | 48.1% | 66.2%-18.1pp | 78.2%-30.1pp | 67.7%-19.5pp |
| Annual return | 8.16% | 33.36%-25.2pp | 64.87%-56.7pp | 35.65%-27.5pp |
| Employer contribution / active EE | $618 | $3,103-80.1% | $4,676-86.8% | $2,756-77.6% |
| Participant deferral / active EE | $1,035 | $3,453-70.0% | $5,629-81.6% | $4,299-75.9% |
| Admin fee / account holder | $14,569 | $7,993+82.3% | $15,914-8.5% | $6,940+109.9% |