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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 | $8,774 | $45,343-80.6% | $150,298-94.2% | $67,986-87.1% |
| Participation rate | 32.0% | 51.9%-19.9pp | 77.8%-45.8pp | 57.2%-25.2pp |
| Annual return | 11.34% | 33.28%-21.9pp | 62.79%-51.4pp | 31.67%-20.3pp |
| Employer contribution / active EE | $258 | $1,462-82.4% | $4,154-93.8% | $2,019-87.2% |
| Participant deferral / active EE | $822 | $2,055-60.0% | $5,453-84.9% | $3,358-75.5% |
| Admin fee / account holder | $1,357 | $2,250-39.7% | $14,116-90.4% | $3,203-57.6% |