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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 | $13,132 | $52,279-74.9% | $89,435-85.3% | $79,856-83.6% |
| Participation rate | 52.5% | 57.5%-5.0pp | 68.0%-15.4pp | 69.6%-17.1pp |
| Annual return | 10.51% | 22.16%-11.6pp | 245.55%-235.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,262 | $1,572-19.7% | $2,587-51.2% | $2,471-48.9% |
| Participant deferral / active EE | $1,082 | $2,740-60.5% | $3,890-72.2% | $3,741-71.1% |
| Admin fee / account holder | $2,495 | $3,356-25.7% | $4,884-48.9% | $5,306-53.0% |