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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 | $19,336 | $85,060-77.3% | $70,548-72.6% | $139,456-86.1% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.3%-35.0pp | 80.3%-47.0pp |
| Annual return | 9.79% | 30.38%-20.6pp | 32.78%-23.0pp | 373.45%-363.7pp |
| Employer contribution / active EE | $938 | $3,911-76.0% | $2,975-68.5% | $4,753-80.3% |
| Participant deferral / active EE | $1,135 | $5,890-80.7% | $4,567-75.1% | $6,711-83.1% |
| Admin fee / account holder | $2,271 | $8,925-74.6% | $6,424-64.7% | $11,407-80.1% |