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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 | $114,013-82.1% | $103,693-80.3% | $155,188-86.9% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 7.20% | 49.31%-42.1pp | 47.61%-40.4pp | 148.84%-141.6pp |
| Employer contribution / active EE | $660 | $3,131-78.9% | $2,920-77.4% | $4,248-84.5% |
| Participant deferral / active EE | $1,371 | $4,970-72.4% | $4,579-70.1% | $6,531-79.0% |
| Admin fee / account holder | $441 | $8,407-94.7% | $7,858-94.4% | $14,480-97.0% |