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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 | $14,078 | $77,908-81.9% | $149,696-90.6% | $75,173-81.3% |
| Participation rate | 45.3% | 65.6%-20.3pp | 78.8%-33.5pp | 67.2%-21.9pp |
| Annual return | 7.03% | 31.73%-24.7pp | 134.46%-127.4pp | 160.72%-153.7pp |
| Employer contribution / active EE | $560 | $3,138-82.2% | $4,821-88.4% | $2,671-79.0% |
| Participant deferral / active EE | $879 | $3,411-74.2% | $5,682-84.5% | $4,126-78.7% |
| Admin fee / account holder | $1,210 | $5,950-79.7% | $13,212-90.8% | $5,651-78.6% |