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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 | $18,135 | $72,071-74.8% | $68,368-73.5% | $137,256-86.8% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 9.00% | 353.14%-344.1pp | 292.57%-283.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $660 | $2,788-76.3% | $2,649-75.1% | $4,156-84.1% |
| Participant deferral / active EE | $660 | $4,410-85.0% | $4,123-84.0% | $6,407-89.7% |
| Admin fee / account holder | $701 | $5,336-86.9% | $5,150-86.4% | $12,270-94.3% |