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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 | $14,140 | $78,690-82.0% | $161,489-91.2% | $87,485-83.8% |
| Participation rate | 36.0% | 67.5%-31.5pp | 78.7%-42.7pp | 68.9%-32.9pp |
| Annual return | 10.21% | 32.74%-22.5pp | 89.72%-79.5pp | 26.06%-15.9pp |
| Employer contribution / active EE | $918 | $2,588-64.5% | $4,268-78.5% | $2,596-64.7% |
| Participant deferral / active EE | $1,207 | $3,311-63.5% | $5,630-78.6% | $4,274-71.8% |
| Admin fee / account holder | $7,036 | $6,724+4.7% | $16,006-56.0% | $7,775-9.5% |