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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 | $81,331-86.4% | $155,534-92.9% | $80,935-86.3% |
| Participation rate | 56.9% | 66.3%-9.4pp | 78.2%-21.4pp | 67.7%-10.8pp |
| Annual return | 6.91% | 33.37%-26.5pp | 64.92%-58.0pp | 35.66%-28.8pp |
| Employer contribution / active EE | $2,034 | $3,105-34.5% | $4,675-56.5% | $2,757-26.2% |
| Participant deferral / active EE | $1,903 | $3,454-44.9% | $5,630-66.2% | $4,299-55.7% |
| Admin fee / account holder | $2,353 | $7,999-70.6% | $15,900-85.2% | $6,924-66.0% |