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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 | $16,062 | $76,407-79.0% | $150,298-89.3% | $82,448-80.5% |
| Participation rate | 53.8% | 66.4%-12.6pp | 77.8%-23.9pp | 68.1%-14.2pp |
| Annual return | 12.75% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $475 | $2,614-81.8% | $4,154-88.6% | $2,551-81.4% |
| Participant deferral / active EE | $1,272 | $3,214-60.4% | $5,453-76.7% | $4,139-69.3% |
| Admin fee / account holder | $1,994 | $6,352-68.6% | $14,116-85.9% | $7,234-72.4% |