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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 | $21,087 | $53,841-60.8% | $75,731-72.2% | $85,851-75.4% |
| Participation rate | 63.8% | 69.0%-5.2pp | 74.8%-11.0pp | 69.3%-5.5pp |
| Annual return | 11.36% | 24.54%-13.2pp | 104.65%-93.3pp | 318.63%-307.3pp |
| Employer contribution / active EE | $660 | $2,017-67.3% | $2,743-75.9% | $2,565-74.3% |
| Participant deferral / active EE | $977 | $2,895-66.3% | $3,820-74.4% | $3,952-75.3% |
| Admin fee / account holder | $657 | $3,340-80.3% | $3,620-81.8% | $6,261-89.5% |