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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 | $14,369 | $48,337-70.3% | $67,560-78.7% | $80,959-82.3% |
| Participation rate | 30.4% | 66.4%-36.1pp | 72.9%-42.6pp | 67.7%-37.3pp |
| Annual return | 10.43% | 18.26%-7.8pp | 3533.50%-3523.1pp | 35.67%-25.2pp |
| Employer contribution / active EE | $687 | $2,023-66.0% | $2,737-74.9% | $2,757-75.1% |
| Participant deferral / active EE | $1,063 | $2,928-63.7% | $4,004-73.5% | $4,300-75.3% |
| Admin fee / account holder | $3,911 | $3,695+5.8% | $3,994-2.1% | $6,925-43.5% |