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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 | $10,142 | $77,920-87.0% | $149,723-93.2% | $75,177-86.5% |
| Participation rate | 58.8% | 65.6%-6.8pp | 78.8%-20.0pp | 67.2%-8.4pp |
| Annual return | 11.10% | 31.72%-20.6pp | 134.50%-123.4pp | 160.75%-149.7pp |
| Employer contribution / active EE | $747 | $3,138-76.2% | $4,821-84.5% | $2,671-72.0% |
| Participant deferral / active EE | $982 | $3,411-71.2% | $5,682-82.7% | $4,126-76.2% |
| Admin fee / account holder | $1,703 | $5,951-71.4% | $13,215-87.1% | $5,651-69.9% |