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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 | $11,761 | $45,087-73.9% | $69,483-83.1% | $72,976-83.9% |
| Participation rate | 59.1% | 68.5%-9.4pp | 74.6%-15.5pp | 69.5%-10.4pp |
| Annual return | 3.53% | 22.67%-19.1pp | 28.99%-25.5pp | 81.02%-77.5pp |
| Employer contribution / active EE | $846 | $2,055-58.8% | $2,780-69.6% | $2,440-65.3% |
| Participant deferral / active EE | $846 | $2,603-67.5% | $3,537-76.1% | $3,608-76.6% |
| Admin fee / account holder | $3,813 | $3,057+24.7% | $3,841-0.7% | $5,124-25.6% |