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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 | $15,158 | $84,236-82.0% | $170,435-91.1% | $70,126-78.4% |
| Participation rate | 51.5% | 70.8%-19.3pp | 83.6%-32.1pp | 69.5%-18.0pp |
| Annual return | 7.41% | 23.06%-15.6pp | 205.94%-198.5pp | 73.15%-65.7pp |
| Employer contribution / active EE | $547 | $3,387-83.8% | $5,432-89.9% | $2,343-76.6% |
| Participant deferral / active EE | $1,340 | $3,086-56.6% | $4,939-72.9% | $3,332-59.8% |
| Admin fee / account holder | $1,447 | $5,698-74.6% | $13,881-89.6% | $4,645-68.9% |