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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 | $19,226 | $70,366-72.7% | $66,674-71.2% | $138,895-86.2% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 12.96% | 386.41%-373.4pp | 321.24%-308.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $608 | $2,765-78.0% | $2,620-76.8% | $4,194-85.5% |
| Participant deferral / active EE | $1,333 | $4,374-69.5% | $4,084-67.4% | $6,396-79.2% |
| Admin fee / account holder | $748 | $5,262-85.8% | $5,098-85.3% | $12,562-94.0% |