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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 | $12,574 | $36,948-66.0% | $73,658-82.9% | $87,485-85.6% |
| Participation rate | 39.3% | 46.8%-7.5pp | 57.0%-17.8pp | 68.9%-29.6pp |
| Annual return | 12.77% | 28.64%-15.9pp | 29.72%-17.0pp | 26.06%-13.3pp |
| Employer contribution / active EE | $697 | $670+4.1% | $1,032-32.5% | $2,596-73.1% |
| Participant deferral / active EE | $2,893 | $1,379+109.8% | $2,062+40.3% | $4,274-32.3% |
| Admin fee / account holder | $39,913 | $2,531+1477.1% | $3,357+1089.0% | $7,775+413.4% |