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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 | $16,374 | $81,233-79.8% | $155,567-89.5% | $80,874-79.8% |
| Participation rate | 61.9% | 66.2%-4.3pp | 78.2%-16.3pp | 67.6%-5.7pp |
| Annual return | 10.51% | 33.33%-22.8pp | 64.74%-54.2pp | 35.62%-25.1pp |
| Employer contribution / active EE | $764 | $3,101-75.4% | $4,674-83.7% | $2,756-72.3% |
| Participant deferral / active EE | $1,730 | $3,452-49.9% | $5,628-69.3% | $4,297-59.7% |
| Admin fee / account holder | $3,610 | $7,998-54.9% | $15,916-77.3% | $6,935-47.9% |