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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 | $15,307 | $107,666-85.8% | $102,184-85.0% | $154,746-90.1% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 8.95% | 29.33%-20.4pp | 31.58%-22.6pp | 172.34%-163.4pp |
| Employer contribution / active EE | $1,758 | $3,846-54.3% | $3,594-51.1% | $4,379-59.8% |
| Participant deferral / active EE | $3,469 | $8,719-60.2% | $8,309-58.3% | $6,730-48.5% |
| Admin fee / account holder | $2,519 | $12,943-80.5% | $11,609-78.3% | $14,365-82.5% |