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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 | $18,356 | $48,277-62.0% | $67,511-72.8% | $80,874-77.3% |
| Participation rate | 68.3% | 66.4%+1.9pp | 72.9%-4.6pp | 67.6%+0.6pp |
| Annual return | 9.50% | 18.27%-8.8pp | 3517.41%-3507.9pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,870 | $2,021-7.5% | $2,733-31.6% | $2,756-32.1% |
| Participant deferral / active EE | $2,702 | $2,926-7.7% | $4,000-32.5% | $4,297-37.1% |
| Admin fee / account holder | $782 | $3,687-78.8% | $3,999-80.4% | $6,935-88.7% |