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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 | $11,550 | $77,901-85.2% | $149,717-92.3% | $75,181-84.6% |
| Participation rate | 58.5% | 65.6%-7.0pp | 78.8%-20.2pp | 67.2%-8.7pp |
| Annual return | 7.13% | 31.73%-24.6pp | 134.41%-127.3pp | 160.69%-153.6pp |
| Employer contribution / active EE | $1,322 | $3,137-57.9% | $4,820-72.6% | $2,671-50.5% |
| Participant deferral / active EE | $1,933 | $3,411-43.3% | $5,682-66.0% | $4,126-53.1% |
| Admin fee / account holder | $2,686 | $5,949-54.9% | $13,213-79.7% | $5,650-52.5% |