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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 | $28,948 | $85,171-66.0% | $172,753-83.2% | $72,976-60.3% |
| Participation rate | 58.3% | 70.1%-11.7pp | 82.6%-24.3pp | 69.5%-11.2pp |
| Annual return | 12.18% | 27.32%-15.1pp | 803.00%-790.8pp | 81.02%-68.8pp |
| Employer contribution / active EE | $516 | $3,324-84.5% | $5,144-90.0% | $2,440-78.8% |
| Participant deferral / active EE | $1,722 | $3,260-47.2% | $5,198-66.9% | $3,608-52.3% |
| Admin fee / account holder | $1,665 | $5,880-71.7% | $13,956-88.1% | $5,124-67.5% |