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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 | $14,480 | $54,763-73.6% | $90,324-84.0% | $72,976-80.2% |
| Participation rate | 32.9% | 65.2%-32.3pp | 73.3%-40.4pp | 69.5%-36.6pp |
| Annual return | 9.62% | 30.63%-21.0pp | 78.15%-68.5pp | 81.02%-71.4pp |
| Employer contribution / active EE | $316 | $2,093-84.9% | $2,856-88.9% | $2,440-87.0% |
| Participant deferral / active EE | $811 | $2,887-71.9% | $3,885-79.1% | $3,608-77.5% |
| Admin fee / account holder | $13,539 | $3,973+240.7% | $5,356+152.8% | $5,124+164.2% |