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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 | $14,719 | $75,541-80.5% | $152,093-90.3% | $82,637-82.2% |
| Participation rate | 53.8% | 66.5%-12.7pp | 77.8%-23.9pp | 68.1%-14.2pp |
| Annual return | 9.40% | 32.56%-23.2pp | 66.36%-57.0pp | 53.51%-44.1pp |
| Employer contribution / active EE | $1,359 | $2,622-48.2% | $4,175-67.4% | $2,552-46.8% |
| Participant deferral / active EE | $968 | $3,206-69.8% | $5,451-82.2% | $4,126-76.5% |
| Admin fee / account holder | $338 | $6,405-94.7% | $14,497-97.7% | $7,339-95.4% |