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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 | $84,570-85.1% | $85,946-85.3% | $155,188-91.9% |
| Participation rate | 52.9% | 78.8%-25.9pp | 77.2%-24.2pp | 80.8%-27.9pp |
| Annual return | 9.26% | 35.96%-26.7pp | 31.33%-22.1pp | 148.84%-139.6pp |
| Employer contribution / active EE | $1,706 | $4,651-63.3% | $4,539-62.4% | $4,248-59.8% |
| Participant deferral / active EE | $1,706 | $5,847-70.8% | $5,465-68.8% | $6,531-73.9% |
| Admin fee / account holder | $11,191 | $12,225-8.5% | $11,250-0.5% | $14,480-22.7% |