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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 | $9,774 | $81,331-88.0% | $155,534-93.7% | $80,935-87.9% |
| Participation rate | 34.5% | 66.3%-31.8pp | 78.2%-43.7pp | 67.7%-33.2pp |
| Annual return | 10.03% | 33.37%-23.3pp | 64.92%-54.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $581 | $3,105-81.3% | $4,675-87.6% | $2,757-78.9% |
| Participant deferral / active EE | $985 | $3,454-71.5% | $5,630-82.5% | $4,299-77.1% |
| Admin fee / account holder | $16,977 | $7,999+112.2% | $15,900+6.8% | $6,924+145.2% |