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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 | $7,237 | $25,014-71.1% | $69,632-89.6% | $80,959-91.1% |
| Participation rate | 59.7% | 64.2%-4.5pp | 66.4%-6.7pp | 67.7%-8.0pp |
| Annual return | 5.66% | 19.08%-13.4pp | 101.32%-95.7pp | 35.67%-30.0pp |
| Employer contribution / active EE | $307 | $991-69.0% | $1,708-82.0% | $2,757-88.9% |
| Participant deferral / active EE | $1,385 | $1,840-24.7% | $2,889-52.0% | $4,300-67.8% |
| Admin fee / account holder | $3,445 | $2,491+38.3% | $4,695-26.6% | $6,925-50.3% |