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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 | $108,882-87.9% | $96,754-86.3% | $154,746-91.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 7.44% | 98.39%-91.0pp | 82.04%-74.6pp | 172.34%-164.9pp |
| Employer contribution / active EE | $833 | $3,018-72.4% | $2,679-68.9% | $4,379-81.0% |
| Participant deferral / active EE | $1,718 | $5,323-67.7% | $4,758-63.9% | $6,730-74.5% |
| Admin fee / account holder | $10,068 | $10,200-1.3% | $8,905+13.1% | $14,365-29.9% |