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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 | $27,007 | $84,236-67.9% | $170,435-84.2% | $70,126-61.5% |
| Participation rate | 63.9% | 70.8%-6.9pp | 83.6%-19.7pp | 69.5%-5.6pp |
| Annual return | 11.85% | 23.06%-11.2pp | 205.94%-194.1pp | 73.15%-61.3pp |
| Employer contribution / active EE | $734 | $3,387-78.3% | $5,432-86.5% | $2,343-68.7% |
| Participant deferral / active EE | $1,244 | $3,086-59.7% | $4,939-74.8% | $3,332-62.7% |
| Admin fee / account holder | $4,328 | $5,698-24.0% | $13,881-68.8% | $4,645-6.8% |