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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 | $12,641 | $76,407-83.5% | $150,298-91.6% | $82,448-84.7% |
| Participation rate | 56.8% | 66.4%-9.6pp | 77.8%-21.0pp | 68.1%-11.3pp |
| Annual return | 10.33% | 39.99%-29.7pp | 62.79%-52.5pp | 41.64%-31.3pp |
| Employer contribution / active EE | $469 | $2,614-82.1% | $4,154-88.7% | $2,551-81.6% |
| Participant deferral / active EE | $1,333 | $3,214-58.5% | $5,453-75.6% | $4,139-67.8% |
| Admin fee / account holder | $6,056 | $6,352-4.7% | $14,116-57.1% | $7,234-16.3% |