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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 | $17,883 | $76,407-76.6% | $150,298-88.1% | $82,448-78.3% |
| Participation rate | 53.8% | 66.4%-12.6pp | 77.8%-23.9pp | 68.1%-14.2pp |
| Annual return | 10.90% | 39.99%-29.1pp | 62.79%-51.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $845 | $2,614-67.7% | $4,154-79.7% | $2,551-66.9% |
| Participant deferral / active EE | $1,387 | $3,214-56.8% | $5,453-74.6% | $4,139-66.5% |
| Admin fee / account holder | $724 | $6,352-88.6% | $14,116-94.9% | $7,234-90.0% |