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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 | $11,657 | $58,311-80.0% | $81,882-85.8% | $80,959-85.6% |
| Participation rate | 19.2% | 63.5%-44.3pp | 72.4%-53.2pp | 67.7%-48.4pp |
| Annual return | 7.33% | 41.85%-34.5pp | 779.47%-772.1pp | 35.67%-28.3pp |
| Employer contribution / active EE | $493 | $2,347-79.0% | $2,916-83.1% | $2,757-82.1% |
| Participant deferral / active EE | $1,015 | $3,287-69.1% | $4,323-76.5% | $4,300-76.4% |
| Admin fee / account holder | $11,553 | $4,752+143.1% | $7,360+57.0% | $6,925+66.8% |