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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 | $8,500 | $57,119-85.1% | $85,187-90.0% | $80,935-89.5% |
| Participation rate | 48.0% | 56.4%-8.4pp | 67.5%-19.5pp | 67.7%-19.7pp |
| Annual return | 9.27% | 21.70%-12.4pp | 66.67%-57.4pp | 35.66%-26.4pp |
| Employer contribution / active EE | $338 | $1,802-81.3% | $2,732-87.6% | $2,757-87.8% |
| Participant deferral / active EE | $1,416 | $3,115-54.5% | $4,525-68.7% | $4,299-67.1% |
| Admin fee / account holder | $3,211 | $4,990-35.7% | $6,162-47.9% | $6,924-53.6% |