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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 | $22,720 | $100,970-77.5% | $96,576-76.5% | $137,256-83.4% |
| Participation rate | 52.6% | 82.6%-30.0pp | 81.4%-28.8pp | 80.0%-27.3pp |
| Annual return | 11.37% | 38.16%-26.8pp | 38.47%-27.1pp | 220.34%-209.0pp |
| Employer contribution / active EE | $543 | $3,809-85.7% | $3,553-84.7% | $4,156-86.9% |
| Participant deferral / active EE | $6,783 | $8,286-18.1% | $7,956-14.7% | $6,407+5.9% |
| Admin fee / account holder | $827 | $11,312-92.7% | $11,381-92.7% | $12,270-93.3% |