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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 | $16,691 | $84,236-80.2% | $170,435-90.2% | $70,126-76.2% |
| Participation rate | 69.0% | 70.8%-1.9pp | 83.6%-14.6pp | 69.5%-0.6pp |
| Annual return | 9.52% | 23.06%-13.5pp | 205.94%-196.4pp | 73.15%-63.6pp |
| Employer contribution / active EE | $614 | $3,387-81.9% | $5,432-88.7% | $2,343-73.8% |
| Participant deferral / active EE | $1,543 | $3,086-50.0% | $4,939-68.8% | $3,332-53.7% |
| Admin fee / account holder | $858 | $5,698-85.0% | $13,881-93.8% | $4,645-81.5% |