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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 | $10,527 | $76,407-86.2% | $150,298-93.0% | $82,448-87.2% |
| Participation rate | 36.7% | 66.4%-29.7pp | 77.8%-41.1pp | 68.1%-31.4pp |
| Annual return | 11.08% | 39.99%-28.9pp | 62.79%-51.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $843 | $2,614-67.7% | $4,154-79.7% | $2,551-66.9% |
| Participant deferral / active EE | $950 | $3,214-70.5% | $5,453-82.6% | $4,139-77.1% |
| Admin fee / account holder | $4,537 | $6,352-28.6% | $14,116-67.9% | $7,234-37.3% |