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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 | $16,382 | $57,590-71.6% | $86,233-81.0% | $82,448-80.1% |
| Participation rate | 46.4% | 57.9%-11.4pp | 69.0%-22.6pp | 68.1%-21.6pp |
| Annual return | 11.15% | 22.41%-11.3pp | 61.39%-50.2pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,101 | $1,655-33.5% | $2,504-56.0% | $2,551-56.8% |
| Participant deferral / active EE | $1,254 | $3,080-59.3% | $4,559-72.5% | $4,139-69.7% |
| Admin fee / account holder | $706 | $4,730-85.1% | $8,342-91.5% | $7,234-90.2% |