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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 | $12,782 | $90,486-85.9% | $78,676-83.8% | $273,972-95.3% |
| Participation rate | 37.5% | 76.5%-39.0pp | 73.6%-36.1pp | 83.0%-45.5pp |
| Annual return | 1.75% | 75.62%-73.9pp | 62.19%-60.4pp | 41.46%-39.7pp |
| Employer contribution / active EE | $939 | $3,175-70.4% | $2,850-67.1% | $4,869-80.7% |
| Participant deferral / active EE | $1,438 | $3,901-63.1% | $3,517-59.1% | $5,287-72.8% |
| Admin fee / account holder | $2,809 | $5,263-46.6% | $4,510-37.7% | $10,133-72.3% |