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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 | $16,764 | $72,071-76.7% | $68,368-75.5% | $137,256-87.8% |
| Participation rate | 64.3% | 76.2%-12.0pp | 73.8%-9.5pp | 80.0%-15.7pp |
| Annual return | 5.35% | 353.14%-347.8pp | 292.57%-287.2pp | 220.34%-215.0pp |
| Employer contribution / active EE | $1,196 | $2,788-57.1% | $2,649-54.9% | $4,156-71.2% |
| Participant deferral / active EE | $2,029 | $4,410-54.0% | $4,123-50.8% | $6,407-68.3% |
| Admin fee / account holder | $670 | $5,336-87.4% | $5,150-87.0% | $12,270-94.5% |