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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 | $9,998 | $35,183-71.6% | $73,545-86.4% | $70,124-85.7% |
| Participation rate | 48.1% | 42.9%+5.2pp | 54.9%-6.8pp | 69.5%-21.4pp |
| Annual return | 11.61% | 26.90%-15.3pp | -15.16%+26.8pp | 73.14%-61.5pp |
| Employer contribution / active EE | $562 | $709-20.7% | $1,219-53.9% | $2,342-76.0% |
| Participant deferral / active EE | $695 | $1,220-43.0% | $1,806-61.5% | $3,332-79.1% |
| Admin fee / account holder | $399 | $2,302-82.7% | $2,320-82.8% | $4,645-91.4% |