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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 | $57,119-80.7% | $85,187-87.0% | $80,935-86.4% |
| Participation rate | 30.3% | 56.4%-26.1pp | 67.5%-37.2pp | 67.7%-37.4pp |
| Annual return | 6.23% | 21.70%-15.5pp | 66.67%-60.4pp | 35.66%-29.4pp |
| Employer contribution / active EE | $735 | $1,802-59.2% | $2,732-73.1% | $2,757-73.3% |
| Participant deferral / active EE | $1,952 | $3,115-37.3% | $4,525-56.9% | $4,299-54.6% |
| Admin fee / account holder | $4,066 | $4,990-18.5% | $6,162-34.0% | $6,924-41.3% |