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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 | $12,206 | $57,590-78.8% | $86,233-85.8% | $82,448-85.2% |
| Participation rate | 37.4% | 57.9%-20.5pp | 69.0%-31.7pp | 68.1%-30.7pp |
| Annual return | 13.31% | 22.41%-9.1pp | 61.39%-48.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,654 | $1,655-0.1% | $2,504-34.0% | $2,551-35.2% |
| Participant deferral / active EE | $1,423 | $3,080-53.8% | $4,559-68.8% | $4,139-65.6% |
| Admin fee / account holder | $4,277 | $4,730-9.6% | $8,342-48.7% | $7,234-40.9% |