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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 | $63,949-74.4% | $129,031-87.3% | $94,015-82.6% |
| Participation rate | 46.4% | 63.4%-17.0pp | 73.4%-26.9pp | 70.8%-24.4pp |
| Annual return | 11.15% | 17.56%-6.4pp | 34.67%-23.5pp | 17.84%-6.7pp |
| Employer contribution / active EE | $1,101 | $1,865-41.0% | $3,226-65.9% | $2,790-60.5% |
| Participant deferral / active EE | $1,254 | $3,686-66.0% | $5,217-76.0% | $4,249-70.5% |
| Admin fee / account holder | $706 | $5,523-87.2% | $13,208-94.7% | $8,951-92.1% |