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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 | $9,893 | $75,541-86.9% | $152,093-93.5% | $82,637-88.0% |
| Participation rate | 65.5% | 66.5%-1.0pp | 77.8%-12.2pp | 68.1%-2.5pp |
| Annual return | 12.77% | 32.56%-19.8pp | 66.36%-53.6pp | 53.51%-40.7pp |
| Employer contribution / active EE | $961 | $2,622-63.3% | $4,175-77.0% | $2,552-62.3% |
| Participant deferral / active EE | $1,776 | $3,206-44.6% | $5,451-67.4% | $4,126-57.0% |
| Admin fee / account holder | $4,074 | $6,405-36.4% | $14,497-71.9% | $7,339-44.5% |