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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 | $12,571 | $70,366-82.1% | $66,674-81.1% | $138,895-90.9% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.7%-30.8pp | 79.9%-37.1pp |
| Annual return | 11.29% | 386.41%-375.1pp | 321.24%-309.9pp | 145.39%-134.1pp |
| Employer contribution / active EE | $432 | $2,765-84.4% | $2,620-83.5% | $4,194-89.7% |
| Participant deferral / active EE | $975 | $4,374-77.7% | $4,084-76.1% | $6,396-84.8% |
| Admin fee / account holder | $7,298 | $5,262+38.7% | $5,098+43.2% | $12,562-41.9% |