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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 | $17,051 | $110,093-84.5% | $97,295-82.5% | $145,897-88.3% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.3pp | 80.3%-47.0pp |
| Annual return | 5.10% | 244.76%-239.7pp | 75.62%-70.5pp | 552.29%-547.2pp |
| Employer contribution / active EE | $546 | $3,077-82.2% | $2,723-79.9% | $4,663-88.3% |
| Participant deferral / active EE | $1,109 | $4,678-76.3% | $4,264-74.0% | $6,689-83.4% |
| Admin fee / account holder | $4,955 | $6,212-20.2% | $5,646-12.2% | $13,390-63.0% |