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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 | $17,453 | $53,128-67.1% | $86,582-79.8% | $70,126-75.1% |
| Participation rate | 55.8% | 65.3%-9.5pp | 73.5%-17.7pp | 69.5%-13.7pp |
| Annual return | 11.64% | 27.66%-16.0pp | 965.08%-953.4pp | 73.15%-61.5pp |
| Employer contribution / active EE | $332 | $2,068-84.0% | $2,839-88.3% | $2,343-85.8% |
| Participant deferral / active EE | $1,984 | $2,695-26.4% | $3,609-45.0% | $3,332-40.5% |
| Admin fee / account holder | $1,110 | $3,584-69.0% | $4,904-77.4% | $4,645-76.1% |