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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 | $15,727 | $55,437-71.6% | $155,534-89.9% | $74,459-78.9% |
| Participation rate | 39.6% | 61.9%-22.3pp | 78.2%-38.6pp | 67.2%-27.6pp |
| Annual return | 11.01% | 269.58%-258.6pp | 64.92%-53.9pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $854 | $2,266-62.3% | $4,675-81.7% | $2,626-67.5% |
| Participant deferral / active EE | $1,312 | $2,837-53.8% | $5,630-76.7% | $4,350-69.8% |
| Admin fee / account holder | $590 | $1,742-66.1% | $15,900-96.3% | $1,945-69.6% |