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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 | $10,334 | $97,125-89.4% | $86,233-88.0% | $137,256-92.5% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.0%-54.7pp | 80.0%-65.7pp |
| Annual return | 9.27% | 74.19%-64.9pp | 61.39%-52.1pp | 220.34%-211.1pp |
| Employer contribution / active EE | $426 | $2,841-85.0% | $2,504-83.0% | $4,156-89.8% |
| Participant deferral / active EE | $989 | $5,180-80.9% | $4,559-78.3% | $6,407-84.6% |
| Admin fee / account holder | $12,196 | $9,725+25.4% | $8,342+46.2% | $12,270-0.6% |