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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 | $10,857 | $72,071-84.9% | $68,368-84.1% | $137,256-92.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 12.41% | 353.14%-340.7pp | 292.57%-280.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,678 | $2,788-39.8% | $2,649-36.6% | $4,156-59.6% |
| Participant deferral / active EE | $3,398 | $4,410-23.0% | $4,123-17.6% | $6,407-47.0% |
| Admin fee / account holder | $4,889 | $5,336-8.4% | $5,150-5.1% | $12,270-60.2% |