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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 | $15,662 | $58,241-73.1% | $81,780-80.8% | $80,911-80.6% |
| Participation rate | 38.7% | 63.4%-24.7pp | 72.4%-33.7pp | 67.6%-28.9pp |
| Annual return | 10.67% | 41.73%-31.1pp | 776.27%-765.6pp | 35.63%-25.0pp |
| Employer contribution / active EE | $542 | $2,343-76.9% | $2,914-81.4% | $2,756-80.3% |
| Participant deferral / active EE | $1,203 | $3,283-63.4% | $4,321-72.2% | $4,297-72.0% |
| Admin fee / account holder | $14,972 | $4,973+201.1% | $7,384+102.8% | $6,935+115.9% |