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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 | $10,352 | $76,407-86.5% | $150,298-93.1% | $82,448-87.4% |
| Participation rate | 43.8% | 66.4%-22.6pp | 77.8%-34.0pp | 68.1%-24.3pp |
| Annual return | 12.57% | 39.99%-27.4pp | 62.79%-50.2pp | 41.64%-29.1pp |
| Employer contribution / active EE | $621 | $2,614-76.2% | $4,154-85.1% | $2,551-75.7% |
| Participant deferral / active EE | $976 | $3,214-69.7% | $5,453-82.1% | $4,139-76.4% |
| Admin fee / account holder | $6,863 | $6,352+8.0% | $14,116-51.4% | $7,234-5.1% |