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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 | $14,195 | $57,969-75.5% | $76,383-81.4% | $80,959-82.5% |
| Participation rate | 37.9% | 73.7%-35.8pp | 79.3%-41.3pp | 67.7%-29.7pp |
| Annual return | 5.33% | 15.90%-10.6pp | 13.79%-8.5pp | 35.67%-30.3pp |
| Employer contribution / active EE | $898 | $3,570-74.9% | $4,587-80.4% | $2,757-67.4% |
| Participant deferral / active EE | $953 | $3,814-75.0% | $5,474-82.6% | $4,300-77.8% |
| Admin fee / account holder | $1,902 | $5,670-66.5% | $5,147-63.0% | $6,925-72.5% |