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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 | $23,858 | $63,346-62.3% | $92,240-74.1% | $70,126-66.0% |
| Participation rate | 46.3% | 68.7%-22.3pp | 76.5%-30.1pp | 69.5%-23.2pp |
| Annual return | 9.56% | 530.19%-520.6pp | 176.29%-166.7pp | 73.15%-63.6pp |
| Employer contribution / active EE | $594 | $2,471-76.0% | $3,680-83.9% | $2,343-74.6% |
| Participant deferral / active EE | $1,296 | $2,854-54.6% | $3,897-66.8% | $3,332-61.1% |
| Admin fee / account holder | $349 | $3,841-90.9% | $5,194-93.3% | $4,645-92.5% |