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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 | $55,930-79.8% | $76,089-85.1% | $80,925-86.0% |
| Participation rate | 34.6% | 62.1%-27.4pp | 69.1%-34.5pp | 67.7%-33.0pp |
| Annual return | 9.21% | 20.58%-11.4pp | 360.94%-351.7pp | 35.65%-26.4pp |
| Employer contribution / active EE | $779 | $1,866-58.2% | $2,690-71.0% | $2,756-71.7% |
| Participant deferral / active EE | $1,480 | $3,051-51.5% | $4,259-65.3% | $4,299-65.6% |
| Admin fee / account holder | $2,534 | $5,241-51.7% | $6,418-60.5% | $6,940-63.5% |