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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 | $19,324 | $53,128-63.6% | $86,582-77.7% | $70,126-72.4% |
| Participation rate | 59.3% | 65.3%-6.0pp | 73.5%-14.3pp | 69.5%-10.3pp |
| Annual return | 10.25% | 27.66%-17.4pp | 965.08%-954.8pp | 73.15%-62.9pp |
| Employer contribution / active EE | $496 | $2,068-76.0% | $2,839-82.5% | $2,343-78.8% |
| Participant deferral / active EE | $1,400 | $2,695-48.1% | $3,609-61.2% | $3,332-58.0% |
| Admin fee / account holder | $1,152 | $3,584-67.8% | $4,904-76.5% | $4,645-75.2% |