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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 | $45,747 | $103,008-55.6% | $90,304-49.3% | $152,897-70.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 2.06% | 95.22%-93.2pp | 78.13%-76.1pp | 345.43%-343.4pp |
| Employer contribution / active EE | $667 | $3,139-78.8% | $2,855-76.7% | $4,764-86.0% |
| Participant deferral / active EE | $12,500 | $4,281+192.0% | $3,885+221.7% | $5,851+113.6% |
| Admin fee / account holder | $394 | $6,175-93.6% | $5,354-92.6% | $11,599-96.6% |