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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 | $13,840 | $49,897-72.3% | $80,648-82.8% | $75,177-81.6% |
| Participation rate | 35.1% | 55.3%-20.2pp | 67.0%-31.9pp | 67.2%-32.1pp |
| Annual return | 9.42% | 34.68%-25.3pp | 937.21%-927.8pp | 160.75%-151.3pp |
| Employer contribution / active EE | $468 | $1,699-72.5% | $2,724-82.8% | $2,671-82.5% |
| Participant deferral / active EE | $1,034 | $2,992-65.4% | $4,443-76.7% | $4,126-74.9% |
| Admin fee / account holder | $1,062 | $3,579-70.3% | $5,382-80.3% | $5,651-81.2% |