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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 | $16,194 | $96,491-83.2% | $75,894-78.7% | $152,885-89.4% |
| Participation rate | 52.4% | 76.2%-23.8pp | 69.3%-16.9pp | 82.5%-30.1pp |
| Annual return | 3.36% | 33.98%-30.6pp | 30.76%-27.4pp | 345.39%-342.0pp |
| Employer contribution / active EE | $1,337 | $3,310-59.6% | $2,501-46.5% | $4,763-71.9% |
| Participant deferral / active EE | $2,147 | $4,553-52.8% | $3,603-40.4% | $5,851-63.3% |
| Admin fee / account holder | $991 | $8,079-87.7% | $5,420-81.7% | $11,598-91.5% |