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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 | $14,326 | $87,166-83.6% | $76,735-81.3% | $137,256-89.6% |
| Participation rate | 43.5% | 74.4%-30.9pp | 69.5%-26.0pp | 80.0%-36.5pp |
| Annual return | 6.97% | 26.50%-19.5pp | 29.77%-22.8pp | 220.34%-213.4pp |
| Employer contribution / active EE | $985 | $2,904-66.1% | $2,454-59.8% | $4,156-76.3% |
| Participant deferral / active EE | $1,978 | $4,726-58.1% | $4,088-51.6% | $6,407-69.1% |
| Admin fee / account holder | $27,276 | $8,403+224.6% | $7,189+279.4% | $12,270+122.3% |