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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 | $6,801 | $76,407-91.1% | $150,298-95.5% | $82,448-91.8% |
| Participation rate | 53.6% | 66.4%-12.8pp | 77.8%-24.2pp | 68.1%-14.5pp |
| Annual return | 11.18% | 39.99%-28.8pp | 62.79%-51.6pp | 41.64%-30.5pp |
| Employer contribution / active EE | $504 | $2,614-80.7% | $4,154-87.9% | $2,551-80.2% |
| Participant deferral / active EE | $1,008 | $3,214-68.6% | $5,453-81.5% | $4,139-75.6% |
| Admin fee / account holder | $2,551 | $6,352-59.8% | $14,116-81.9% | $7,234-64.7% |