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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 | $12,904 | $75,807-83.0% | $116,096-88.9% | $86,983-85.2% |
| Participation rate | 36.9% | 66.9%-29.9pp | 73.3%-36.4pp | 69.5%-32.6pp |
| Annual return | 10.67% | 18.57%-7.9pp | 326.25%-315.6pp | 25.83%-15.2pp |
| Employer contribution / active EE | $494 | $1,892-73.9% | $2,503-80.3% | $2,584-80.9% |
| Participant deferral / active EE | $1,045 | $3,212-67.5% | $3,952-73.6% | $4,194-75.1% |
| Admin fee / account holder | $7,276 | $6,659+9.3% | $7,704-5.6% | $7,856-7.4% |