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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 | $9,970 | $76,407-87.0% | $150,298-93.4% | $82,448-87.9% |
| Participation rate | 62.0% | 66.4%-4.4pp | 77.8%-15.8pp | 68.1%-6.1pp |
| Annual return | 8.17% | 39.99%-31.8pp | 62.79%-54.6pp | 41.64%-33.5pp |
| Employer contribution / active EE | $489 | $2,614-81.3% | $4,154-88.2% | $2,551-80.8% |
| Participant deferral / active EE | $889 | $3,214-72.3% | $5,453-83.7% | $4,139-78.5% |
| Admin fee / account holder | $792 | $6,352-87.5% | $14,116-94.4% | $7,234-89.1% |