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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 | $12,962 | $48,314-73.2% | $67,561-80.8% | $80,925-84.0% |
| Participation rate | 33.3% | 66.4%-33.1pp | 72.9%-39.6pp | 67.7%-34.3pp |
| Annual return | 8.63% | 18.28%-9.6pp | 3525.44%-3516.8pp | 35.65%-27.0pp |
| Employer contribution / active EE | $638 | $2,022-68.5% | $2,735-76.7% | $2,756-76.9% |
| Participant deferral / active EE | $1,138 | $2,927-61.1% | $4,003-71.6% | $4,299-73.5% |
| Admin fee / account holder | $3,399 | $3,690-7.9% | $4,006-15.1% | $6,940-51.0% |