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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 | $27,607 | $97,125-71.6% | $86,233-68.0% | $137,256-79.9% |
| Participation rate | 56.3% | 74.2%-17.9pp | 69.0%-12.8pp | 80.0%-23.7pp |
| Annual return | 3.68% | 74.19%-70.5pp | 61.39%-57.7pp | 220.34%-216.7pp |
| Employer contribution / active EE | $456 | $2,841-83.9% | $2,504-81.8% | $4,156-89.0% |
| Participant deferral / active EE | $10,579 | $5,180+104.2% | $4,559+132.0% | $6,407+65.1% |
| Admin fee / account holder | $4,303 | $9,725-55.8% | $8,342-48.4% | $12,270-64.9% |