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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 | $12,476 | $114,119-89.1% | $107,187-88.4% | $138,895-91.0% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 10.21% | 273.21%-263.0pp | 204.55%-194.3pp | 145.39%-135.2pp |
| Employer contribution / active EE | $941 | $4,059-76.8% | $3,782-75.1% | $4,194-77.6% |
| Participant deferral / active EE | $2,023 | $5,538-63.5% | $5,096-60.3% | $6,396-68.4% |
| Admin fee / account holder | $5,873 | $10,024-41.4% | $9,162-35.9% | $12,562-53.3% |