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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 | $14,321 | $96,643-85.2% | $86,617-83.5% | $139,456-89.7% |
| Participation rate | 55.6% | 74.4%-18.9pp | 71.7%-16.1pp | 80.3%-24.8pp |
| Annual return | 7.19% | 106.57%-99.4pp | 591.91%-584.7pp | 373.45%-366.3pp |
| Employer contribution / active EE | $1,796 | $3,264-45.0% | $3,023-40.6% | $4,753-62.2% |
| Participant deferral / active EE | $1,944 | $4,835-59.8% | $4,437-56.2% | $6,711-71.0% |
| Admin fee / account holder | $552 | $6,406-91.4% | $5,613-90.2% | $11,407-95.2% |