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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 | $19,757 | $72,071-72.6% | $68,368-71.1% | $137,256-85.6% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.0%-25.4pp |
| Annual return | 9.73% | 353.14%-343.4pp | 292.57%-282.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $2,005 | $2,788-28.1% | $2,649-24.3% | $4,156-51.8% |
| Participant deferral / active EE | $954 | $4,410-78.4% | $4,123-76.9% | $6,407-85.1% |
| Admin fee / account holder | $665 | $5,336-87.5% | $5,150-87.1% | $12,270-94.6% |