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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 | $19,242 | $70,366-72.7% | $66,674-71.1% | $138,895-86.1% |
| Participation rate | 53.8% | 76.2%-22.3pp | 73.7%-19.8pp | 79.9%-26.1pp |
| Annual return | 10.56% | 386.41%-375.8pp | 321.24%-310.7pp | 145.39%-134.8pp |
| Employer contribution / active EE | $814 | $2,765-70.6% | $2,620-68.9% | $4,194-80.6% |
| Participant deferral / active EE | $877 | $4,374-79.9% | $4,084-78.5% | $6,396-86.3% |
| Admin fee / account holder | $3,213 | $5,262-38.9% | $5,098-37.0% | $12,562-74.4% |