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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 | $9,939 | $55,930-82.2% | $76,089-86.9% | $80,925-87.7% |
| Participation rate | 50.0% | 62.1%-12.1pp | 69.1%-19.1pp | 67.7%-17.7pp |
| Annual return | 8.87% | 20.58%-11.7pp | 360.94%-352.1pp | 35.65%-26.8pp |
| Employer contribution / active EE | $1,288 | $1,866-31.0% | $2,690-52.1% | $2,756-53.3% |
| Participant deferral / active EE | $1,804 | $3,051-40.9% | $4,259-57.6% | $4,299-58.0% |
| Admin fee / account holder | $3,669 | $5,241-30.0% | $6,418-42.8% | $6,940-47.1% |