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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 | $17,533 | $85,171-79.4% | $172,753-89.9% | $72,976-76.0% |
| Participation rate | 51.9% | 70.1%-18.2pp | 82.6%-30.8pp | 69.5%-17.6pp |
| Annual return | 5.12% | 27.32%-22.2pp | 803.00%-797.9pp | 81.02%-75.9pp |
| Employer contribution / active EE | $696 | $3,324-79.1% | $5,144-86.5% | $2,440-71.5% |
| Participant deferral / active EE | $2,705 | $3,260-17.0% | $5,198-48.0% | $3,608-25.0% |
| Admin fee / account holder | $1,071 | $5,880-81.8% | $13,956-92.3% | $5,124-79.1% |