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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 | $25,747 | $98,766-73.9% | $149,730-82.8% | $79,852-67.8% |
| Participation rate | 60.5% | 75.8%-15.3pp | 82.5%-22.0pp | 69.6%-9.1pp |
| Annual return | 10.00% | 27.43%-17.4pp | 276.70%-266.7pp | 31.72%-21.7pp |
| Employer contribution / active EE | $927 | $3,217-71.2% | $4,645-80.0% | $2,471-62.5% |
| Participant deferral / active EE | $2,507 | $5,681-55.9% | $6,843-63.4% | $3,740-33.0% |
| Admin fee / account holder | $663 | $6,052-89.1% | $9,310-92.9% | $5,306-87.5% |