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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 | $10,304 | $114,119-91.0% | $107,187-90.4% | $138,895-92.6% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.0%-16.7pp | 79.9%-21.6pp |
| Annual return | 7.17% | 273.21%-266.0pp | 204.55%-197.4pp | 145.39%-138.2pp |
| Employer contribution / active EE | $2,365 | $4,059-41.7% | $3,782-37.5% | $4,194-43.6% |
| Participant deferral / active EE | $2,607 | $5,538-52.9% | $5,096-48.8% | $6,396-59.2% |
| Admin fee / account holder | $1,371 | $10,024-86.3% | $9,162-85.0% | $12,562-89.1% |