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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 | $60,442-78.7% | $96,754-86.7% | $87,485-85.3% |
| Participation rate | 27.6% | 58.7%-31.1pp | 70.3%-42.7pp | 68.9%-41.3pp |
| Annual return | 6.31% | 21.97%-15.7pp | 82.04%-75.7pp | 26.06%-19.8pp |
| Employer contribution / active EE | $641 | $1,691-62.1% | $2,679-76.1% | $2,596-75.3% |
| Participant deferral / active EE | $1,152 | $3,280-64.9% | $4,758-75.8% | $4,274-73.0% |
| Admin fee / account holder | $12,768 | $5,069+151.9% | $8,905+43.4% | $7,775+64.2% |