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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 | $13,112 | $48,053-72.7% | $84,637-84.5% | $72,976-82.0% |
| Participation rate | 36.8% | 57.6%-20.7pp | 68.2%-31.4pp | 69.5%-32.6pp |
| Annual return | 14.88% | 37.39%-22.5pp | 258.82%-243.9pp | 81.02%-66.1pp |
| Employer contribution / active EE | $919 | $1,602-42.6% | $2,653-65.4% | $2,440-62.3% |
| Participant deferral / active EE | $816 | $2,681-69.6% | $3,900-79.1% | $3,608-77.4% |
| Admin fee / account holder | $5,571 | $3,395+64.1% | $4,914+13.4% | $5,124+8.7% |