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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 | $15,974 | $81,358-80.4% | $155,556-89.7% | $80,959-80.3% |
| Participation rate | 43.8% | 66.3%-22.5pp | 78.2%-34.5pp | 67.7%-23.9pp |
| Annual return | 8.65% | 33.39%-24.7pp | 64.84%-56.2pp | 35.67%-27.0pp |
| Employer contribution / active EE | $426 | $3,106-86.3% | $4,675-90.9% | $2,757-84.5% |
| Participant deferral / active EE | $1,258 | $3,455-63.6% | $5,631-77.7% | $4,300-70.7% |
| Admin fee / account holder | $1,307 | $7,994-83.7% | $15,885-91.8% | $6,925-81.1% |