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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 | $28,918 | $106,280-72.8% | $96,538-70.0% | $139,487-79.3% |
| Participation rate | 21.7% | 77.8%-56.1pp | 74.3%-52.6pp | 80.3%-58.6pp |
| Annual return | 7.29% | 38.48%-31.2pp | 35.74%-28.4pp | 373.84%-366.6pp |
| Employer contribution / active EE | $898 | $4,107-78.1% | $3,740-76.0% | $4,755-81.1% |
| Participant deferral / active EE | $1,894 | $5,457-65.3% | $4,880-61.2% | $6,713-71.8% |
| Admin fee / account holder | $824 | $7,888-89.6% | $6,737-87.8% | $11,407-92.8% |