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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 | $77,814-88.0% | $158,223-94.1% | $86,983-89.3% |
| Participation rate | 37.0% | 68.4%-31.5pp | 79.2%-42.2pp | 69.5%-32.6pp |
| Annual return | 8.09% | 30.54%-22.4pp | 52.09%-44.0pp | 25.83%-17.7pp |
| Employer contribution / active EE | $308 | $2,592-88.1% | $4,109-92.5% | $2,584-88.1% |
| Participant deferral / active EE | $963 | $3,270-70.5% | $5,467-82.4% | $4,194-77.0% |
| Admin fee / account holder | $15,946 | $5,879+171.2% | $16,047-0.6% | $7,856+103.0% |