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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 | $11,309 | $55,902-79.8% | $76,030-85.1% | $80,959-86.0% |
| Participation rate | 34.6% | 62.1%-27.4pp | 69.1%-34.4pp | 67.7%-33.1pp |
| Annual return | 9.21% | 20.59%-11.4pp | 361.54%-352.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $779 | $1,867-58.2% | $2,688-71.0% | $2,757-71.7% |
| Participant deferral / active EE | $1,480 | $3,051-51.5% | $4,257-65.2% | $4,300-65.6% |
| Admin fee / account holder | $2,534 | $5,239-51.6% | $6,421-60.5% | $6,925-63.4% |