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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 | $15,113 | $54,763-72.4% | $90,324-83.3% | $72,976-79.3% |
| Participation rate | 36.4% | 65.2%-28.8pp | 73.3%-36.9pp | 69.5%-33.1pp |
| Annual return | 14.13% | 30.63%-16.5pp | 78.15%-64.0pp | 81.02%-66.9pp |
| Employer contribution / active EE | $885 | $2,093-57.7% | $2,856-69.0% | $2,440-63.7% |
| Participant deferral / active EE | $1,029 | $2,887-64.4% | $3,885-73.5% | $3,608-71.5% |
| Admin fee / account holder | $4,135 | $3,973+4.1% | $5,356-22.8% | $5,124-19.3% |