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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 | $12,414 | $58,258-78.7% | $81,820-84.8% | $80,925-84.7% |
| Participation rate | 55.6% | 63.5%-7.9pp | 72.4%-16.8pp | 67.7%-12.1pp |
| Annual return | 9.51% | 41.76%-32.3pp | 777.93%-768.4pp | 35.65%-26.1pp |
| Employer contribution / active EE | $290 | $2,345-87.6% | $2,915-90.0% | $2,756-89.5% |
| Participant deferral / active EE | $2,443 | $3,284-25.6% | $4,323-43.5% | $4,299-43.2% |
| Admin fee / account holder | $972 | $4,976-80.5% | $7,391-86.9% | $6,940-86.0% |