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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 | $9,344 | $76,407-87.8% | $150,298-93.8% | $82,448-88.7% |
| Participation rate | 37.0% | 66.4%-29.4pp | 77.8%-40.8pp | 68.1%-31.1pp |
| Annual return | 8.09% | 39.99%-31.9pp | 62.79%-54.7pp | 41.64%-33.5pp |
| Employer contribution / active EE | $308 | $2,614-88.2% | $4,154-92.6% | $2,551-87.9% |
| Participant deferral / active EE | $963 | $3,214-70.0% | $5,453-82.3% | $4,139-76.7% |
| Admin fee / account holder | $15,946 | $6,352+151.0% | $14,116+13.0% | $7,234+120.4% |