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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 | $11,044 | $57,057-80.6% | $85,009-87.0% | $80,874-86.3% |
| Participation rate | 30.3% | 56.4%-26.1pp | 67.5%-37.2pp | 67.6%-37.3pp |
| Annual return | 6.23% | 21.66%-15.4pp | 66.47%-60.2pp | 35.62%-29.4pp |
| Employer contribution / active EE | $735 | $1,799-59.1% | $2,728-73.1% | $2,756-73.3% |
| Participant deferral / active EE | $1,952 | $3,112-37.3% | $4,522-56.8% | $4,297-54.6% |
| Admin fee / account holder | $4,066 | $4,986-18.5% | $6,153-33.9% | $6,935-41.4% |