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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 | $12,849 | $182,442-93.0% | $163,379-92.1% | $138,895-90.7% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.8%-13.2pp | 79.9%-16.3pp |
| Annual return | 9.81% | 72.74%-62.9pp | 63.41%-53.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,228 | $4,159-70.5% | $3,752-67.3% | $4,194-70.7% |
| Participant deferral / active EE | $1,400 | $6,817-79.5% | $6,282-77.7% | $6,396-78.1% |
| Admin fee / account holder | $30,300 | $10,396+191.5% | $9,818+208.6% | $12,562+141.2% |