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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 | $10,950 | $81,262-86.5% | $155,602-93.0% | $80,911-86.5% |
| Participation rate | 39.4% | 66.2%-26.8pp | 78.2%-38.8pp | 67.6%-28.3pp |
| Annual return | 10.11% | 33.34%-23.2pp | 64.81%-54.7pp | 35.63%-25.5pp |
| Employer contribution / active EE | $587 | $3,102-81.1% | $4,675-87.5% | $2,756-78.7% |
| Participant deferral / active EE | $1,173 | $3,451-66.0% | $5,629-79.2% | $4,297-72.7% |
| Admin fee / account holder | $5,731 | $7,992-28.3% | $15,923-64.0% | $6,935-17.4% |