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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 | $11,154 | $57,119-80.5% | $85,187-86.9% | $80,935-86.2% |
| Participation rate | 18.8% | 56.4%-37.6pp | 67.5%-48.7pp | 67.7%-48.8pp |
| Annual return | 9.65% | 21.70%-12.1pp | 66.67%-57.0pp | 35.66%-26.0pp |
| Employer contribution / active EE | $309 | $1,802-82.9% | $2,732-88.7% | $2,757-88.8% |
| Participant deferral / active EE | $1,106 | $3,115-64.5% | $4,525-75.6% | $4,299-74.3% |
| Admin fee / account holder | $5,302 | $4,990+6.2% | $6,162-14.0% | $6,924-23.4% |