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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 | $9,148 | $70,366-87.0% | $66,674-86.3% | $138,895-93.4% |
| Participation rate | 55.6% | 76.2%-20.6pp | 73.7%-18.1pp | 79.9%-24.4pp |
| Annual return | 12.99% | 386.41%-373.4pp | 321.24%-308.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,155 | $2,765-58.2% | $2,620-55.9% | $4,194-72.5% |
| Participant deferral / active EE | $1,889 | $4,374-56.8% | $4,084-53.8% | $6,396-70.5% |
| Admin fee / account holder | $1,847 | $5,262-64.9% | $5,098-63.8% | $12,562-85.3% |