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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 | $17,887 | $70,366-74.6% | $66,674-73.2% | $138,895-87.1% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.7%-16.5pp | 79.9%-22.8pp |
| Annual return | 12.51% | 386.41%-373.9pp | 321.24%-308.7pp | 145.39%-132.9pp |
| Employer contribution / active EE | $674 | $2,765-75.6% | $2,620-74.3% | $4,194-83.9% |
| Participant deferral / active EE | $4,565 | $4,374+4.4% | $4,084+11.8% | $6,396-28.6% |
| Admin fee / account holder | $35,843 | $5,262+581.1% | $5,098+603.1% | $12,562+185.3% |