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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 | $13,211 | $97,125-86.4% | $86,233-84.7% | $137,256-90.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 7.44% | 74.19%-66.7pp | 61.39%-53.9pp | 220.34%-212.9pp |
| Employer contribution / active EE | $833 | $2,841-70.7% | $2,504-66.7% | $4,156-80.0% |
| Participant deferral / active EE | $1,718 | $5,180-66.8% | $4,559-62.3% | $6,407-73.2% |
| Admin fee / account holder | $10,068 | $9,725+3.5% | $8,342+20.7% | $12,270-17.9% |