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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 | $13,325 | $81,331-83.6% | $155,534-91.4% | $80,935-83.5% |
| Participation rate | 41.9% | 66.3%-24.3pp | 78.2%-36.3pp | 67.7%-25.7pp |
| Annual return | 8.97% | 33.37%-24.4pp | 64.92%-55.9pp | 35.66%-26.7pp |
| Employer contribution / active EE | $613 | $3,105-80.2% | $4,675-86.9% | $2,757-77.7% |
| Participant deferral / active EE | $1,485 | $3,454-57.0% | $5,630-73.6% | $4,299-65.5% |
| Admin fee / account holder | $29,043 | $7,999+263.1% | $15,900+82.7% | $6,924+319.4% |