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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 | $12,909 | $81,262-84.1% | $155,602-91.7% | $80,911-84.0% |
| Participation rate | 43.3% | 66.2%-22.9pp | 78.2%-34.9pp | 67.6%-24.3pp |
| Annual return | 7.91% | 33.34%-25.4pp | 64.81%-56.9pp | 35.63%-27.7pp |
| Employer contribution / active EE | $840 | $3,102-72.9% | $4,675-82.0% | $2,756-69.5% |
| Participant deferral / active EE | $1,362 | $3,451-60.5% | $5,629-75.8% | $4,297-68.3% |
| Admin fee / account holder | $5,977 | $7,992-25.2% | $15,923-62.5% | $6,935-13.8% |