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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 | $77,814-81.1% | $158,223-90.7% | $86,983-83.1% |
| Participation rate | 53.8% | 68.4%-14.6pp | 79.2%-25.4pp | 69.5%-15.7pp |
| Annual return | 9.40% | 30.54%-21.1pp | 52.09%-42.7pp | 25.83%-16.4pp |
| Employer contribution / active EE | $1,359 | $2,592-47.6% | $4,109-66.9% | $2,584-47.4% |
| Participant deferral / active EE | $968 | $3,270-70.4% | $5,467-82.3% | $4,194-76.9% |
| Admin fee / account holder | $338 | $5,879-94.3% | $16,047-97.9% | $7,856-95.7% |