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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 | $100,970-84.8% | $96,576-84.2% | $137,256-88.8% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 8.95% | 38.16%-29.2pp | 38.47%-29.5pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,758 | $3,809-53.8% | $3,553-50.5% | $4,156-57.7% |
| Participant deferral / active EE | $3,469 | $8,286-58.1% | $7,956-56.4% | $6,407-45.9% |
| Admin fee / account holder | $2,519 | $11,312-77.7% | $11,381-77.9% | $12,270-79.5% |