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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 | $11,396 | $100,073-88.6% | $85,126-86.6% | $145,877-92.2% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 7.84% | 84.11%-76.3pp | 66.63%-58.8pp | 551.28%-543.4pp |
| Employer contribution / active EE | $753 | $3,236-76.7% | $2,731-72.4% | $4,663-83.9% |
| Participant deferral / active EE | $1,213 | $5,294-77.1% | $4,523-73.2% | $6,691-81.9% |
| Admin fee / account holder | $10,618 | $7,261+46.2% | $6,160+72.4% | $13,402-20.8% |