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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 | $15,524 | $84,236-81.6% | $170,435-90.9% | $70,126-77.9% |
| Participation rate | 56.8% | 70.8%-14.0pp | 83.6%-26.8pp | 69.5%-12.7pp |
| Annual return | 6.49% | 23.06%-16.6pp | 205.94%-199.4pp | 73.15%-66.7pp |
| Employer contribution / active EE | $626 | $3,387-81.5% | $5,432-88.5% | $2,343-73.3% |
| Participant deferral / active EE | $2,409 | $3,086-21.9% | $4,939-51.2% | $3,332-27.7% |
| Admin fee / account holder | $3,347 | $5,698-41.3% | $13,881-75.9% | $4,645-27.9% |