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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 | $20,386 | $72,071-71.7% | $68,368-70.2% | $137,256-85.1% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 7.20% | 353.14%-345.9pp | 292.57%-285.4pp | 220.34%-213.1pp |
| Employer contribution / active EE | $660 | $2,788-76.3% | $2,649-75.1% | $4,156-84.1% |
| Participant deferral / active EE | $1,371 | $4,410-68.9% | $4,123-66.7% | $6,407-78.6% |
| Admin fee / account holder | $441 | $5,336-91.7% | $5,150-91.4% | $12,270-96.4% |