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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 | $10,825 | $81,276-86.7% | $155,574-93.0% | $80,925-86.6% |
| Participation rate | 36.8% | 66.2%-29.4pp | 78.2%-41.4pp | 67.7%-30.8pp |
| Annual return | 9.04% | 33.36%-24.3pp | 64.87%-55.8pp | 35.65%-26.6pp |
| Employer contribution / active EE | $636 | $3,103-79.5% | $4,676-86.4% | $2,756-76.9% |
| Participant deferral / active EE | $1,126 | $3,453-67.4% | $5,629-80.0% | $4,299-73.8% |
| Admin fee / account holder | $785 | $7,993-90.2% | $15,914-95.1% | $6,940-88.7% |