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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 | $17,238 | $81,331-78.8% | $155,534-88.9% | $80,935-78.7% |
| Participation rate | 40.6% | 66.3%-25.6pp | 78.2%-37.6pp | 67.7%-27.0pp |
| Annual return | 9.13% | 33.37%-24.2pp | 64.92%-55.8pp | 35.66%-26.5pp |
| Employer contribution / active EE | $760 | $3,105-75.5% | $4,675-83.7% | $2,757-72.4% |
| Participant deferral / active EE | $1,726 | $3,454-50.0% | $5,630-69.4% | $4,299-59.9% |
| Admin fee / account holder | $1,795 | $7,999-77.6% | $15,900-88.7% | $6,924-74.1% |