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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 | $9,134 | $25,014-63.5% | $69,623-86.9% | $80,935-88.7% |
| Participation rate | 15.9% | 64.2%-48.3pp | 66.4%-50.6pp | 67.7%-51.8pp |
| Annual return | 5.14% | 19.08%-13.9pp | 101.23%-96.1pp | 35.66%-30.5pp |
| Employer contribution / active EE | $450 | $991-54.6% | $1,709-73.6% | $2,757-83.7% |
| Participant deferral / active EE | $1,796 | $1,840-2.4% | $2,890-37.8% | $4,299-58.2% |
| Admin fee / account holder | $2,185 | $2,491-12.3% | $4,696-53.5% | $6,924-68.4% |