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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 | $16,315 | $57,590-71.7% | $86,233-81.1% | $82,448-80.2% |
| Participation rate | 48.4% | 57.9%-9.5pp | 69.0%-20.6pp | 68.1%-19.7pp |
| Annual return | 7.81% | 22.41%-14.6pp | 61.39%-53.6pp | 41.64%-33.8pp |
| Employer contribution / active EE | $456 | $1,655-72.5% | $2,504-81.8% | $2,551-82.1% |
| Participant deferral / active EE | $1,368 | $3,080-55.6% | $4,559-70.0% | $4,139-67.0% |
| Admin fee / account holder | $4,966 | $4,730+5.0% | $8,342-40.5% | $7,234-31.4% |