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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 | $28,153 | $110,212-74.5% | $96,534-70.8% | $139,466-79.8% |
| Participation rate | 61.1% | 78.1%-17.0pp | 76.0%-14.9pp | 80.3%-19.2pp |
| Annual return | 9.34% | 26.42%-17.1pp | 25.88%-16.5pp | 373.66%-364.3pp |
| Employer contribution / active EE | $1,005 | $3,620-72.2% | $2,965-66.1% | $4,754-78.9% |
| Participant deferral / active EE | $1,868 | $5,547-66.3% | $4,851-61.5% | $6,712-72.2% |
| Admin fee / account holder | $7,914 | $11,599-31.8% | $8,253-4.1% | $11,409-30.6% |