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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 | $11,506 | $45,266-74.6% | $103,693-88.9% | $65,306-82.4% |
| Participation rate | 13.2% | 53.3%-40.1pp | 72.6%-59.4pp | 57.7%-44.4pp |
| Annual return | 8.75% | 25.10%-16.3pp | 47.61%-38.9pp | 21.94%-13.2pp |
| Employer contribution / active EE | $162 | $1,765-90.8% | $2,920-94.5% | $1,967-91.8% |
| Participant deferral / active EE | $631 | $2,099-69.9% | $4,579-86.2% | $2,959-78.7% |
| Admin fee / account holder | $884 | $3,221-72.6% | $7,858-88.8% | $3,480-74.6% |