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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 | $77,814-81.8% | $158,223-91.1% | $86,983-83.7% |
| Participation rate | 36.0% | 68.4%-32.4pp | 79.2%-43.2pp | 69.5%-33.5pp |
| Annual return | 10.21% | 30.54%-20.3pp | 52.09%-41.9pp | 25.83%-15.6pp |
| Employer contribution / active EE | $918 | $2,592-64.6% | $4,109-77.7% | $2,584-64.5% |
| Participant deferral / active EE | $1,207 | $3,270-63.1% | $5,467-77.9% | $4,194-71.2% |
| Admin fee / account holder | $7,036 | $5,879+19.7% | $16,047-56.2% | $7,856-10.4% |