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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 | $8,641 | $111,535-92.3% | $105,223-91.8% | $137,256-93.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 8.93% | 237.85%-228.9pp | 180.65%-171.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $914 | $3,939-76.8% | $3,689-75.2% | $4,156-78.0% |
| Participant deferral / active EE | $1,653 | $5,500-69.9% | $5,072-67.4% | $6,407-74.2% |
| Admin fee / account holder | $14,143 | $9,721+45.5% | $8,859+59.6% | $12,270+15.3% |