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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 | $18,981 | $84,236-77.5% | $170,439-88.9% | $70,124-72.9% |
| Participation rate | 69.2% | 70.8%-1.6pp | 83.6%-14.4pp | 69.5%-0.3pp |
| Annual return | 8.62% | 23.06%-14.4pp | 205.94%-197.3pp | 73.14%-64.5pp |
| Employer contribution / active EE | $519 | $3,387-84.7% | $5,433-90.4% | $2,342-77.8% |
| Participant deferral / active EE | $2,266 | $3,086-26.6% | $4,939-54.1% | $3,332-32.0% |
| Admin fee / account holder | $1,855 | $5,698-67.5% | $13,881-86.6% | $4,645-60.1% |