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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 | $75,541-78.7% | $152,093-89.4% | $82,637-80.6% |
| Participation rate | 53.8% | 66.5%-12.7pp | 77.8%-23.9pp | 68.1%-14.2pp |
| Annual return | 12.75% | 32.56%-19.8pp | 66.36%-53.6pp | 53.51%-40.8pp |
| Employer contribution / active EE | $475 | $2,622-81.9% | $4,175-88.6% | $2,552-81.4% |
| Participant deferral / active EE | $1,272 | $3,206-60.3% | $5,451-76.7% | $4,126-69.2% |
| Admin fee / account holder | $1,994 | $6,405-68.9% | $14,497-86.2% | $7,339-72.8% |