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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 | $10,994 | $81,262-86.5% | $155,602-92.9% | $80,911-86.4% |
| Participation rate | 45.5% | 66.2%-20.8pp | 78.2%-32.7pp | 67.6%-22.2pp |
| Annual return | 10.59% | 33.34%-22.7pp | 64.81%-54.2pp | 35.63%-25.0pp |
| Employer contribution / active EE | $540 | $3,102-82.6% | $4,675-88.4% | $2,756-80.4% |
| Participant deferral / active EE | $983 | $3,451-71.5% | $5,629-82.5% | $4,297-77.1% |
| Admin fee / account holder | $1,549 | $7,992-80.6% | $15,923-90.3% | $6,935-77.7% |