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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 | $12,718 | $72,071-82.4% | $68,368-81.4% | $137,256-90.7% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 7.54% | 353.14%-345.6pp | 292.57%-285.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $676 | $2,788-75.7% | $2,649-74.5% | $4,156-83.7% |
| Participant deferral / active EE | $1,221 | $4,410-72.3% | $4,123-70.4% | $6,407-80.9% |
| Admin fee / account holder | $4,878 | $5,336-8.6% | $5,150-5.3% | $12,270-60.2% |