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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 | $58,311-78.7% | $81,882-84.8% | $80,959-84.7% |
| Participation rate | 55.6% | 63.5%-7.9pp | 72.4%-16.8pp | 67.7%-12.1pp |
| Annual return | 9.51% | 41.85%-32.3pp | 779.47%-770.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $290 | $2,347-87.6% | $2,916-90.1% | $2,757-89.5% |
| Participant deferral / active EE | $2,443 | $3,287-25.7% | $4,323-43.5% | $4,300-43.2% |
| Admin fee / account holder | $972 | $4,752-79.6% | $7,360-86.8% | $6,925-86.0% |