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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 | $12,641 | $78,690-83.9% | $161,489-92.2% | $87,485-85.6% |
| Participation rate | 56.8% | 67.5%-10.7pp | 78.7%-21.9pp | 68.9%-12.2pp |
| Annual return | 10.33% | 32.74%-22.4pp | 89.72%-79.4pp | 26.06%-15.7pp |
| Employer contribution / active EE | $469 | $2,588-81.9% | $4,268-89.0% | $2,596-81.9% |
| Participant deferral / active EE | $1,333 | $3,311-59.7% | $5,630-76.3% | $4,274-68.8% |
| Admin fee / account holder | $6,056 | $6,724-9.9% | $16,006-62.2% | $7,775-22.1% |