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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 | $81,262-80.3% | $155,602-89.7% | $80,911-80.3% |
| Participation rate | 43.8% | 66.2%-22.5pp | 78.2%-34.5pp | 67.6%-23.9pp |
| Annual return | 8.65% | 33.34%-24.7pp | 64.81%-56.2pp | 35.63%-27.0pp |
| Employer contribution / active EE | $426 | $3,102-86.3% | $4,675-90.9% | $2,756-84.5% |
| Participant deferral / active EE | $1,258 | $3,451-63.5% | $5,629-77.6% | $4,297-70.7% |
| Admin fee / account holder | $1,307 | $7,992-83.6% | $15,923-91.8% | $6,935-81.2% |