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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 | $12,369 | $51,222-75.9% | $70,544-82.5% | $75,173-83.5% |
| Participation rate | 10.3% | 61.0%-50.7pp | 68.4%-58.1pp | 67.2%-56.9pp |
| Annual return | 7.41% | 30.06%-22.6pp | 32.79%-25.4pp | 160.72%-153.3pp |
| Employer contribution / active EE | $560 | $1,827-69.4% | $2,976-81.2% | $2,671-79.0% |
| Participant deferral / active EE | $1,520 | $2,850-46.7% | $4,568-66.7% | $4,126-63.2% |
| Admin fee / account holder | $6,769 | $4,096+65.3% | $6,427+5.3% | $5,651+19.8% |