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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 | $16,148 | $57,140-71.7% | $85,240-81.1% | $80,959-80.1% |
| Participation rate | 53.8% | 56.4%-2.6pp | 67.5%-13.7pp | 67.7%-13.8pp |
| Annual return | 5.60% | 21.71%-16.1pp | 66.75%-61.2pp | 35.67%-30.1pp |
| Employer contribution / active EE | $482 | $1,802-73.2% | $2,735-82.4% | $2,757-82.5% |
| Participant deferral / active EE | $5,916 | $3,115+89.9% | $4,527+30.7% | $4,300+37.6% |
| Admin fee / account holder | $11,256 | $4,992+125.5% | $6,165+82.6% | $6,925+62.5% |