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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 | $12,876 | $57,590-77.6% | $86,233-85.1% | $82,448-84.4% |
| Participation rate | 27.6% | 57.9%-30.3pp | 69.0%-41.4pp | 68.1%-40.5pp |
| Annual return | 6.31% | 22.41%-16.1pp | 61.39%-55.1pp | 41.64%-35.3pp |
| Employer contribution / active EE | $641 | $1,655-61.3% | $2,504-74.4% | $2,551-74.9% |
| Participant deferral / active EE | $1,152 | $3,080-62.6% | $4,559-74.7% | $4,139-72.2% |
| Admin fee / account holder | $12,768 | $4,730+169.9% | $8,342+53.1% | $7,234+76.5% |