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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 | $14,008 | $45,050-68.9% | $63,018-77.8% | $70,126-80.0% |
| Participation rate | 58.9% | 69.5%-10.6pp | 74.8%-15.9pp | 69.5%-10.6pp |
| Annual return | 9.57% | 18.76%-9.2pp | 87.62%-78.1pp | 73.15%-63.6pp |
| Employer contribution / active EE | $925 | $2,052-54.9% | $2,761-66.5% | $2,343-60.5% |
| Participant deferral / active EE | $1,679 | $2,466-31.9% | $3,330-49.6% | $3,332-49.6% |
| Admin fee / account holder | $9,048 | $2,834+219.3% | $3,601+151.3% | $4,645+94.8% |