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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 | $18,568 | $85,171-78.2% | $172,753-89.3% | $72,976-74.6% |
| Participation rate | 63.5% | 70.1%-6.6pp | 82.6%-19.2pp | 69.5%-6.0pp |
| Annual return | 2.39% | 27.32%-24.9pp | 803.00%-800.6pp | 81.02%-78.6pp |
| Employer contribution / active EE | $860 | $3,324-74.1% | $5,144-83.3% | $2,440-64.8% |
| Participant deferral / active EE | $3,226 | $3,260-1.1% | $5,198-37.9% | $3,608-10.6% |
| Admin fee / account holder | $6,151 | $5,880+4.6% | $13,956-55.9% | $5,124+20.0% |