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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 | $20,595 | $111,785-81.6% | $93,669-78.0% | $145,877-85.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 7.52% | 203.79%-196.3pp | 133.59%-126.1pp | 551.28%-543.8pp |
| Employer contribution / active EE | $1,113 | $3,096-64.1% | $2,424-54.1% | $4,663-76.1% |
| Participant deferral / active EE | $1,489 | $4,919-69.7% | $4,416-66.3% | $6,691-77.7% |
| Admin fee / account holder | $2,443 | $10,256-76.2% | $8,291-70.5% | $13,402-81.8% |