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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 | $12,697 | $70,366-82.0% | $66,674-81.0% | $138,895-90.9% |
| Participation rate | 46.7% | 76.2%-29.5pp | 73.7%-27.0pp | 79.9%-33.3pp |
| Annual return | 6.78% | 386.41%-379.6pp | 321.24%-314.5pp | 145.39%-138.6pp |
| Employer contribution / active EE | $536 | $2,765-80.6% | $2,620-79.5% | $4,194-87.2% |
| Participant deferral / active EE | $643 | $4,374-85.3% | $4,084-84.3% | $6,396-90.0% |
| Admin fee / account holder | $18,884 | $5,262+258.8% | $5,098+270.4% | $12,562+50.3% |