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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 | $12,260 | $70,366-82.6% | $66,674-81.6% | $138,895-91.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 9.12% | 386.41%-377.3pp | 321.24%-312.1pp | 145.39%-136.3pp |
| Employer contribution / active EE | $2,653 | $2,765-4.1% | $2,620+1.2% | $4,194-36.8% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,397 | $5,262-73.4% | $5,098-72.6% | $12,562-88.9% |