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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 | $78,690-86.8% | $161,489-93.6% | $87,485-88.2% |
| Participation rate | 43.8% | 67.5%-23.7pp | 78.7%-34.9pp | 68.9%-25.2pp |
| Annual return | 12.57% | 32.74%-20.2pp | 89.72%-77.2pp | 26.06%-13.5pp |
| Employer contribution / active EE | $621 | $2,588-76.0% | $4,268-85.5% | $2,596-76.1% |
| Participant deferral / active EE | $976 | $3,311-70.5% | $5,630-82.7% | $4,274-77.2% |
| Admin fee / account holder | $6,863 | $6,724+2.1% | $16,006-57.1% | $7,775-11.7% |