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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 | $22,003 | $53,127-58.6% | $86,597-74.6% | $70,131-68.6% |
| Participation rate | 63.9% | 65.3%-1.4pp | 73.5%-9.7pp | 69.5%-5.7pp |
| Annual return | 10.44% | 27.66%-17.2pp | 964.96%-954.5pp | 73.14%-62.7pp |
| Employer contribution / active EE | $767 | $2,068-62.9% | $2,840-73.0% | $2,342-67.2% |
| Participant deferral / active EE | $1,569 | $2,696-41.8% | $3,609-56.5% | $3,332-52.9% |
| Admin fee / account holder | $904 | $3,585-74.8% | $4,906-81.6% | $4,645-80.5% |