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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 | $14,311 | $72,071-80.1% | $68,368-79.1% | $137,256-89.6% |
| Participation rate | 41.2% | 76.2%-35.1pp | 73.8%-32.6pp | 80.0%-38.8pp |
| Annual return | 10.24% | 353.14%-342.9pp | 292.57%-282.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $379 | $2,788-86.4% | $2,649-85.7% | $4,156-90.9% |
| Participant deferral / active EE | $676 | $4,410-84.7% | $4,123-83.6% | $6,407-89.5% |
| Admin fee / account holder | $1,103 | $5,336-79.3% | $5,150-78.6% | $12,270-91.0% |