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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 | $16,429 | $81,331-79.8% | $155,534-89.4% | $80,935-79.7% |
| Participation rate | 38.0% | 66.3%-28.3pp | 78.2%-40.2pp | 67.7%-29.7pp |
| Annual return | 10.13% | 33.37%-23.2pp | 64.92%-54.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $520 | $3,105-83.2% | $4,675-88.9% | $2,757-81.1% |
| Participant deferral / active EE | $1,059 | $3,454-69.4% | $5,630-81.2% | $4,299-75.4% |
| Admin fee / account holder | $1,195 | $7,999-85.1% | $15,900-92.5% | $6,924-82.7% |