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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 | $11,087 | $81,262-86.4% | $155,602-92.9% | $80,911-86.3% |
| Participation rate | 56.9% | 66.2%-9.4pp | 78.2%-21.3pp | 67.6%-10.8pp |
| Annual return | 6.91% | 33.34%-26.4pp | 64.81%-57.9pp | 35.63%-28.7pp |
| Employer contribution / active EE | $2,034 | $3,102-34.4% | $4,675-56.5% | $2,756-26.2% |
| Participant deferral / active EE | $1,903 | $3,451-44.9% | $5,629-66.2% | $4,297-55.7% |
| Admin fee / account holder | $2,353 | $7,992-70.6% | $15,923-85.2% | $6,935-66.1% |