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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 | $14,116 | $51,638-72.7% | $68,368-79.4% | $82,448-82.9% |
| Participation rate | 29.3% | 63.6%-34.3pp | 73.8%-44.5pp | 68.1%-38.8pp |
| Annual return | 13.07% | 37.53%-24.5pp | 292.57%-279.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $298 | $2,047-85.4% | $2,649-88.8% | $2,551-88.3% |
| Participant deferral / active EE | $1,213 | $2,914-58.3% | $4,123-70.6% | $4,139-70.7% |
| Admin fee / account holder | $843 | $4,643-81.8% | $5,150-83.6% | $7,234-88.3% |