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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 | $13,667 | $76,407-82.1% | $150,298-90.9% | $82,448-83.4% |
| Participation rate | 65.4% | 66.4%-1.0pp | 77.8%-12.4pp | 68.1%-2.7pp |
| Annual return | 10.67% | 39.99%-29.3pp | 62.79%-52.1pp | 41.64%-31.0pp |
| Employer contribution / active EE | $758 | $2,614-71.0% | $4,154-81.8% | $2,551-70.3% |
| Participant deferral / active EE | $1,510 | $3,214-53.0% | $5,453-72.3% | $4,139-63.5% |
| Admin fee / account holder | $2,936 | $6,352-53.8% | $14,116-79.2% | $7,234-59.4% |