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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 | $12,427 | $111,814-88.9% | $103,374-88.0% | $145,959-91.5% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 7.84% | 24.77%-16.9pp | 24.89%-17.0pp | 561.95%-554.1pp |
| Employer contribution / active EE | $1,261 | $4,214-70.1% | $3,869-67.4% | $4,661-72.9% |
| Participant deferral / active EE | $1,651 | $5,618-70.6% | $5,058-67.4% | $6,689-75.3% |
| Admin fee / account holder | $1,040 | $9,754-89.3% | $8,394-87.6% | $13,398-92.2% |