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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 | $16,375 | $81,233-79.8% | $155,567-89.5% | $80,874-79.8% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 8.23% | 33.33%-25.1pp | 64.74%-56.5pp | 35.62%-27.4pp |
| Employer contribution / active EE | $705 | $3,101-77.2% | $4,674-84.9% | $2,756-74.4% |
| Participant deferral / active EE | $1,525 | $3,452-55.8% | $5,628-72.9% | $4,297-64.5% |
| Admin fee / account holder | $1,932 | $7,998-75.8% | $15,916-87.9% | $6,935-72.1% |