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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 | $25,350 | $73,518-65.5% | $63,003-59.8% | $147,585-82.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 7.68% | 175.46%-167.8pp | 87.59%-79.9pp | 578.56%-570.9pp |
| Employer contribution / active EE | $422 | $3,322-87.3% | $2,760-84.7% | $4,876-91.3% |
| Participant deferral / active EE | $2,706 | $4,183-35.3% | $3,329-18.7% | $5,439-50.3% |
| Admin fee / account holder | $806 | $5,952-86.5% | $3,600-77.6% | $10,885-92.6% |