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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 | $73,107-82.3% | $114,563-88.7% | $87,485-85.2% |
| Participation rate | 36.9% | 65.8%-28.9pp | 72.9%-36.0pp | 68.9%-32.0pp |
| Annual return | 10.67% | 19.47%-8.8pp | 241.09%-230.4pp | 26.06%-15.4pp |
| Employer contribution / active EE | $494 | $1,881-73.7% | $2,592-80.9% | $2,596-81.0% |
| Participant deferral / active EE | $1,045 | $3,144-66.8% | $4,142-74.8% | $4,274-75.5% |
| Admin fee / account holder | $7,276 | $5,770+26.1% | $7,623-4.6% | $7,775-6.4% |