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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 | $13,708 | $103,038-86.7% | $90,324-84.8% | $152,909-91.0% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 7.22% | 95.25%-88.0pp | 78.15%-70.9pp | 345.46%-338.2pp |
| Employer contribution / active EE | $589 | $3,141-81.3% | $2,856-79.4% | $4,764-87.6% |
| Participant deferral / active EE | $934 | $4,282-78.2% | $3,885-76.0% | $5,851-84.0% |
| Admin fee / account holder | $23,889 | $6,177+286.7% | $5,356+346.1% | $11,601+105.9% |