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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 | $26,819 | $99,995-73.2% | $85,063-68.5% | $145,978-81.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 7.57% | 83.99%-76.4pp | 66.54%-59.0pp | 550.52%-542.9pp |
| Employer contribution / active EE | $655 | $3,231-79.7% | $2,727-76.0% | $4,662-86.0% |
| Participant deferral / active EE | $1,573 | $5,295-70.3% | $4,523-65.2% | $6,690-76.5% |
| Admin fee / account holder | $434 | $7,255-94.0% | $6,155-92.9% | $13,400-96.8% |