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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 | $60,442-72.9% | $96,754-83.1% | $87,485-81.3% |
| Participation rate | 46.4% | 58.7%-12.3pp | 70.3%-23.8pp | 68.9%-22.5pp |
| Annual return | 11.15% | 21.97%-10.8pp | 82.04%-70.9pp | 26.06%-14.9pp |
| Employer contribution / active EE | $1,101 | $1,691-34.9% | $2,679-58.9% | $2,596-57.6% |
| Participant deferral / active EE | $1,254 | $3,280-61.8% | $4,758-73.6% | $4,274-70.7% |
| Admin fee / account holder | $706 | $5,069-86.1% | $8,905-92.1% | $7,775-90.9% |