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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 | $77,814-77.0% | $158,223-88.7% | $86,983-79.4% |
| Participation rate | 53.8% | 68.4%-14.6pp | 79.2%-25.4pp | 69.5%-15.7pp |
| Annual return | 10.90% | 30.54%-19.6pp | 52.09%-41.2pp | 25.83%-14.9pp |
| Employer contribution / active EE | $845 | $2,592-67.4% | $4,109-79.4% | $2,584-67.3% |
| Participant deferral / active EE | $1,387 | $3,270-57.6% | $5,467-74.6% | $4,194-66.9% |
| Admin fee / account holder | $724 | $5,879-87.7% | $16,047-95.5% | $7,856-90.8% |