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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 | $10,537 | $55,930-81.2% | $76,089-86.2% | $80,925-87.0% |
| Participation rate | 39.2% | 62.1%-22.8pp | 69.1%-29.9pp | 67.7%-28.4pp |
| Annual return | 9.09% | 20.58%-11.5pp | 360.94%-351.9pp | 35.65%-26.6pp |
| Employer contribution / active EE | $1,278 | $1,866-31.5% | $2,690-52.5% | $2,756-53.6% |
| Participant deferral / active EE | $1,810 | $3,051-40.7% | $4,259-57.5% | $4,299-57.9% |
| Admin fee / account holder | $7,688 | $5,241+46.7% | $6,418+19.8% | $6,940+10.8% |