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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 | $75,541-86.3% | $152,093-93.2% | $82,637-87.5% |
| Participation rate | 43.8% | 66.5%-22.8pp | 77.8%-34.0pp | 68.1%-24.3pp |
| Annual return | 12.57% | 32.56%-20.0pp | 66.36%-53.8pp | 53.51%-40.9pp |
| Employer contribution / active EE | $621 | $2,622-76.3% | $4,175-85.1% | $2,552-75.7% |
| Participant deferral / active EE | $976 | $3,206-69.6% | $5,451-82.1% | $4,126-76.4% |
| Admin fee / account holder | $6,863 | $6,405+7.2% | $14,497-52.7% | $7,339-6.5% |