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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 | $20,983 | $109,372-80.8% | $89,414-76.5% | $158,966-86.8% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 1.20% | 345.55%-344.4pp | 245.50%-244.3pp | 302.95%-301.7pp |
| Employer contribution / active EE | $983 | $3,171-69.0% | $2,586-62.0% | $4,762-79.4% |
| Participant deferral / active EE | $983 | $4,598-78.6% | $3,890-74.7% | $5,983-83.6% |
| Admin fee / account holder | $1,159 | $6,156-81.2% | $4,883-76.3% | $11,250-89.7% |