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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 | $20,853 | $102,638-79.7% | $81,991-74.6% | $158,966-86.9% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.3%-2.6pp | 82.0%-15.3pp |
| Annual return | 5.46% | 61.05%-55.6pp | 41.31%-35.9pp | 302.95%-297.5pp |
| Employer contribution / active EE | $772 | $3,241-76.2% | $2,498-69.1% | $4,762-83.8% |
| Participant deferral / active EE | $1,930 | $4,649-58.5% | $3,722-48.1% | $5,983-67.7% |
| Admin fee / account holder | $12,764 | $8,237+55.0% | $5,665+125.3% | $11,250+13.5% |