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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 | $81,358-79.9% | $155,556-89.5% | $80,959-79.8% |
| Participation rate | 61.9% | 66.3%-4.4pp | 78.2%-16.3pp | 67.7%-5.8pp |
| Annual return | 10.51% | 33.39%-22.9pp | 64.84%-54.3pp | 35.67%-25.2pp |
| Employer contribution / active EE | $764 | $3,106-75.4% | $4,675-83.7% | $2,757-72.3% |
| Participant deferral / active EE | $1,730 | $3,455-49.9% | $5,631-69.3% | $4,300-59.8% |
| Admin fee / account holder | $3,610 | $7,994-54.8% | $15,885-77.3% | $6,925-47.9% |