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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 | $90,538-86.1% | $88,457-85.8% | $154,746-91.9% |
| Participation rate | 52.9% | 80.9%-27.9pp | 78.6%-25.7pp | 80.7%-27.8pp |
| Annual return | 9.26% | 37.97%-28.7pp | 32.69%-23.4pp | 172.34%-163.1pp |
| Employer contribution / active EE | $1,706 | $4,914-65.3% | $4,681-63.6% | $4,379-61.0% |
| Participant deferral / active EE | $1,706 | $6,073-71.9% | $5,667-69.9% | $6,730-74.7% |
| Admin fee / account holder | $11,191 | $10,337+8.3% | $9,606+16.5% | $14,365-22.1% |