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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 | $19,317 | $100,139-80.7% | $85,187-77.3% | $145,884-86.8% |
| Participation rate | 36.4% | 74.1%-37.7pp | 67.5%-31.2pp | 80.3%-43.9pp |
| Annual return | 7.87% | 84.15%-76.3pp | 66.67%-58.8pp | 551.85%-544.0pp |
| Employer contribution / active EE | $423 | $3,238-86.9% | $2,732-84.5% | $4,662-90.9% |
| Participant deferral / active EE | $1,193 | $5,296-77.5% | $4,525-73.6% | $6,690-82.2% |
| Admin fee / account holder | $605 | $7,262-91.7% | $6,162-90.2% | $13,392-95.5% |