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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 | $14,815 | $63,354-76.6% | $94,105-84.3% | $82,637-82.1% |
| Participation rate | 62.2% | 63.8%-1.6pp | 71.9%-9.7pp | 68.1%-5.8pp |
| Annual return | 11.78% | 34.36%-22.6pp | 204.55%-192.8pp | 53.51%-41.7pp |
| Employer contribution / active EE | $773 | $1,760-56.1% | $2,504-69.1% | $2,552-69.7% |
| Participant deferral / active EE | $1,915 | $2,873-33.3% | $3,881-50.6% | $4,126-53.6% |
| Admin fee / account holder | $2,141 | $5,073-57.8% | $6,199-65.5% | $7,339-70.8% |