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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 | $99,053-86.7% | $88,179-85.0% | $138,895-90.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 7.44% | 78.17%-70.7pp | 64.97%-57.5pp | 145.39%-138.0pp |
| Employer contribution / active EE | $833 | $2,882-71.1% | $2,549-67.3% | $4,194-80.1% |
| Participant deferral / active EE | $1,718 | $5,225-67.1% | $4,614-62.8% | $6,396-73.1% |
| Admin fee / account holder | $10,068 | $8,748+15.1% | $7,673+31.2% | $12,562-19.9% |