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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 | $15,093 | $81,358-81.4% | $155,556-90.3% | $80,959-81.4% |
| Participation rate | 20.8% | 66.3%-45.5pp | 78.2%-57.5pp | 67.7%-46.9pp |
| Annual return | 8.90% | 33.39%-24.5pp | 64.84%-55.9pp | 35.67%-26.8pp |
| Employer contribution / active EE | $558 | $3,106-82.0% | $4,675-88.1% | $2,757-79.8% |
| Participant deferral / active EE | $1,418 | $3,455-59.0% | $5,631-74.8% | $4,300-67.0% |
| Admin fee / account holder | $1,172 | $7,994-85.3% | $15,885-92.6% | $6,925-83.1% |