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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 | $16,764 | $102,595-83.7% | $94,057-82.2% | $154,746-89.2% |
| Participation rate | 64.3% | 76.0%-11.7pp | 73.3%-9.1pp | 80.7%-16.4pp |
| Annual return | 5.35% | 583.42%-578.1pp | 480.62%-475.3pp | 172.34%-167.0pp |
| Employer contribution / active EE | $1,196 | $3,147-62.0% | $2,933-59.2% | $4,379-72.7% |
| Participant deferral / active EE | $2,029 | $5,118-60.4% | $4,709-56.9% | $6,730-69.9% |
| Admin fee / account holder | $670 | $7,736-91.3% | $7,244-90.8% | $14,365-95.3% |