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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 | $19,566 | $84,236-76.8% | $170,435-88.5% | $70,126-72.1% |
| Participation rate | 69.2% | 70.8%-1.6pp | 83.6%-14.4pp | 69.5%-0.3pp |
| Annual return | 11.87% | 23.06%-11.2pp | 205.94%-194.1pp | 73.15%-61.3pp |
| Employer contribution / active EE | $899 | $3,387-73.5% | $5,432-83.5% | $2,343-61.6% |
| Participant deferral / active EE | $1,000 | $3,086-67.6% | $4,939-79.8% | $3,332-70.0% |
| Admin fee / account holder | $596 | $5,698-89.5% | $13,881-95.7% | $4,645-87.2% |