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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 | $110,337-88.7% | $102,383-87.9% | $145,877-91.5% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 7.84% | 24.83%-17.0pp | 24.94%-17.1pp | 551.28%-543.4pp |
| Employer contribution / active EE | $1,261 | $4,216-70.1% | $3,870-67.4% | $4,663-73.0% |
| Participant deferral / active EE | $1,651 | $5,621-70.6% | $5,060-67.4% | $6,691-75.3% |
| Admin fee / account holder | $1,040 | $9,750-89.3% | $8,391-87.6% | $13,402-92.2% |