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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 | $12,604 | $70,532-82.1% | $68,948-81.7% | $137,256-90.8% |
| Participation rate | 52.9% | 81.0%-28.0pp | 79.2%-26.2pp | 80.0%-27.0pp |
| Annual return | 9.26% | 32.56%-23.3pp | 28.39%-19.1pp | 220.34%-211.1pp |
| Employer contribution / active EE | $1,706 | $4,355-60.8% | $4,165-59.0% | $4,156-59.0% |
| Participant deferral / active EE | $1,706 | $6,773-74.8% | $6,186-72.4% | $6,407-73.4% |
| Admin fee / account holder | $11,191 | $7,916+41.4% | $7,539+48.4% | $12,270-8.8% |