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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 | $9,486 | $72,071-86.8% | $68,368-86.1% | $137,256-93.1% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.0%-21.6pp |
| Annual return | 9.54% | 353.14%-343.6pp | 292.57%-283.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $763 | $2,788-72.6% | $2,649-71.2% | $4,156-81.6% |
| Participant deferral / active EE | $2,020 | $4,410-54.2% | $4,123-51.0% | $6,407-68.5% |
| Admin fee / account holder | $688 | $5,336-87.1% | $5,150-86.6% | $12,270-94.4% |