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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 | $10,438 | $25,014-58.3% | $69,623-85.0% | $80,935-87.1% |
| Participation rate | 40.6% | 64.2%-23.6pp | 66.4%-25.8pp | 67.7%-27.0pp |
| Annual return | 7.51% | 19.08%-11.6pp | 101.23%-93.7pp | 35.66%-28.1pp |
| Employer contribution / active EE | $910 | $991-8.2% | $1,709-46.8% | $2,757-67.0% |
| Participant deferral / active EE | $1,918 | $1,840+4.3% | $2,890-33.6% | $4,299-55.4% |
| Admin fee / account holder | $5,738 | $2,491+130.4% | $4,696+22.2% | $6,924-17.1% |