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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 | $13,186 | $72,071-81.7% | $68,368-80.7% | $137,256-90.4% |
| Participation rate | 52.6% | 76.2%-23.6pp | 73.8%-21.1pp | 80.0%-27.3pp |
| Annual return | 12.11% | 353.14%-341.0pp | 292.57%-280.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $578 | $2,788-79.3% | $2,649-78.2% | $4,156-86.1% |
| Participant deferral / active EE | $939 | $4,410-78.7% | $4,123-77.2% | $6,407-85.3% |
| Admin fee / account holder | $2,035 | $5,336-61.9% | $5,150-60.5% | $12,270-83.4% |