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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 | $18,743 | $72,071-74.0% | $68,368-72.6% | $137,256-86.3% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.0%-25.4pp |
| Annual return | 7.94% | 353.14%-345.2pp | 292.57%-284.6pp | 220.34%-212.4pp |
| Employer contribution / active EE | $1,025 | $2,788-63.2% | $2,649-61.3% | $4,156-75.3% |
| Participant deferral / active EE | $2,207 | $4,410-50.0% | $4,123-46.5% | $6,407-65.6% |
| Admin fee / account holder | $980 | $5,336-81.6% | $5,150-81.0% | $12,270-92.0% |