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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 | $10,027 | $81,331-87.7% | $155,534-93.6% | $80,935-87.6% |
| Participation rate | 65.1% | 66.3%-1.1pp | 78.2%-13.1pp | 67.7%-2.5pp |
| Annual return | 10.37% | 33.37%-23.0pp | 64.92%-54.5pp | 35.66%-25.3pp |
| Employer contribution / active EE | $949 | $3,105-69.4% | $4,675-79.7% | $2,757-65.6% |
| Participant deferral / active EE | $1,322 | $3,454-61.7% | $5,630-76.5% | $4,299-69.3% |
| Admin fee / account holder | $3,723 | $7,999-53.5% | $15,900-76.6% | $6,924-46.2% |