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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 | $26,103 | $84,236-69.0% | $170,435-84.7% | $70,126-62.8% |
| Participation rate | 61.3% | 70.8%-9.6pp | 83.6%-22.3pp | 69.5%-8.3pp |
| Annual return | 10.33% | 23.06%-12.7pp | 205.94%-195.6pp | 73.15%-62.8pp |
| Employer contribution / active EE | $421 | $3,387-87.6% | $5,432-92.2% | $2,343-82.0% |
| Participant deferral / active EE | $876 | $3,086-71.6% | $4,939-82.3% | $3,332-73.7% |
| Admin fee / account holder | $523 | $5,698-90.8% | $13,881-96.2% | $4,645-88.7% |