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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 | $81,331-84.1% | $155,534-91.7% | $80,935-84.0% |
| Participation rate | 43.3% | 66.3%-22.9pp | 78.2%-34.9pp | 67.7%-24.3pp |
| Annual return | 7.91% | 33.37%-25.5pp | 64.92%-57.0pp | 35.66%-27.7pp |
| Employer contribution / active EE | $840 | $3,105-72.9% | $4,675-82.0% | $2,757-69.5% |
| Participant deferral / active EE | $1,362 | $3,454-60.6% | $5,630-75.8% | $4,299-68.3% |
| Admin fee / account holder | $5,977 | $7,999-25.3% | $15,900-62.4% | $6,924-13.7% |