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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 | $11,004 | $70,366-84.4% | $66,674-83.5% | $138,895-92.1% |
| Participation rate | 38.5% | 76.2%-37.7pp | 73.7%-35.2pp | 79.9%-41.5pp |
| Annual return | 7.82% | 386.41%-378.6pp | 321.24%-313.4pp | 145.39%-137.6pp |
| Employer contribution / active EE | $458 | $2,765-83.5% | $2,620-82.5% | $4,194-89.1% |
| Participant deferral / active EE | $815 | $4,374-81.4% | $4,084-80.0% | $6,396-87.3% |
| Admin fee / account holder | $815 | $5,262-84.5% | $5,098-84.0% | $12,562-93.5% |