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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 | $15,515 | $57,119-72.8% | $85,187-81.8% | $80,935-80.8% |
| Participation rate | 46.2% | 56.4%-10.3pp | 67.5%-21.4pp | 67.7%-21.5pp |
| Annual return | 7.70% | 21.70%-14.0pp | 66.67%-59.0pp | 35.66%-28.0pp |
| Employer contribution / active EE | $611 | $1,802-66.1% | $2,732-77.6% | $2,757-77.8% |
| Participant deferral / active EE | $1,311 | $3,115-57.9% | $4,525-71.0% | $4,299-69.5% |
| Admin fee / account holder | $3,510 | $4,990-29.7% | $6,162-43.0% | $6,924-49.3% |