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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 | $9,972 | $48,337-79.4% | $67,560-85.2% | $80,959-87.7% |
| Participation rate | 44.4% | 66.4%-22.0pp | 72.9%-28.5pp | 67.7%-23.2pp |
| Annual return | 9.49% | 18.26%-8.8pp | 3533.50%-3524.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $743 | $2,023-63.3% | $2,737-72.9% | $2,757-73.1% |
| Participant deferral / active EE | $807 | $2,928-72.5% | $4,004-79.9% | $4,300-81.2% |
| Admin fee / account holder | $801 | $3,695-78.3% | $3,994-79.9% | $6,925-88.4% |