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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 | $12,667 | $49,896-74.6% | $80,627-84.3% | $75,173-83.1% |
| Participation rate | 31.4% | 55.3%-23.9pp | 67.0%-35.6pp | 67.2%-35.8pp |
| Annual return | 13.18% | 34.67%-21.5pp | 936.76%-923.6pp | 160.72%-147.5pp |
| Employer contribution / active EE | $402 | $1,699-76.4% | $2,723-85.2% | $2,671-85.0% |
| Participant deferral / active EE | $1,174 | $2,992-60.8% | $4,443-73.6% | $4,126-71.6% |
| Admin fee / account holder | $957 | $3,578-73.2% | $5,381-82.2% | $5,651-83.1% |